What are the responsibilities and job description for the Fiscal Intermediary Associate position at Upstate Caring Partners?
Essential Responsibilities
Activities include but are not limited to the following:
Activities include but are not limited to the following:
- Work with people we support and brokers to initiate and complete the self-direction process.
- Explain all fiscal procedures and required waiver documentation to people we support and their families; such as the hiring and training of staff.
- Provide the Self-Direction individuals with copies of all written policies and procedures.
- Serve as a liaison between the person and their family, broker, and OPWDD.
- Monitor the person’s budget utilization and perform monthly financial statement oversight, review utilization, communicate overages and trends to support broker providing ongoing review.
- Provide quality assurance and administrative support working with individuals and their families.
- Perform OPWDD and compliance reviews of Life Plans
- Attend Life Plan meetings semi-annually representing the Fiscal Intermediary, assessing satisfaction of services and financial budget oversight.
- Assist with record keeping, gathering required documentation for Community Hab/FI services, and providing follow up as needed.
- Provide administrative support including data entry and entering information into CHOICES system
- Completes all assignments in a timely manner.
- Preparation of statistical data
- Ensure compliance with all pertinent government and agency regulations and operating standards.
- Ensure understanding of changes in the field
- Establish a work environment that creates positive communication between supervisors and employees and assimilates new employees to the Agency’s culture, values and mission.
- Performs other related duties as requested
- Bachelor’s Degree required
- 1 to 3 years of experience in related field.
- Must have proficient verbal, written and interpersonal skills.
- Intermediate knowledge of computer programs (Including all Windows program, Outlook, Adobe Acrobat, Internet Browser, Access, Word and Excel).
- Must be able to understand and process financial reporting.
- Must have a valid New York State driver’s license.
- This position has regular and substantial unsupervised or unrestricted physical contact with individuals receiving services, therefore, is required by law to be fingerprinted for a criminal history record check under OPWDD (Office for People with Developmental Disabilities).
- Must be able to maintain focus in a very busy work environment.
- Must be able to manage time independently, adhering to all deadlines including unexpected demands for information and/or additional assignments.
- Must have professionalism in all decision making.
- Use of good judgment based on regulatory and quality standards is required.
- Maintain professional boundaries and confidentiality.
- Regularly attend scheduled shifts and meetings, being punctual.
- When reporting for duty, meetings, or trainings be in a condition suitable for assuming responsibilities of the position.
- Exercise tact, discretion and judgment in working with a variety of people.
- Legible handwriting.