Fiscal Intermediary Associate

Job Title: Fiscal Intermediary Associate Orig. Date: 2/18
Job Code: KC31403 Revision Date:
Job Grade: N14

POSITION SUMMARY
The Fiscal Intermediary Associate will assist individuals with intellectual disabilities and their families, utilize self- directed services. The Fiscal Intermediary is responsible for implementation of services as listed in the approved budget, and assist in payment of approved goods and services. This position requires a high degree of customer service and ensures best practices are carried out to achieve service effectiveness and efficiency.

ESSENTIAL RESPONSIBILITIES:
Activities include but are not limited to the following:

• Work with individuals and brokers to initiate and complete the self-direction process.
• Explain all fiscal procedures and required waiver documentation to individuals; 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 individual, broker, and OPWDD
• Monitor individual’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 center compliance reviews of ISPs
• Attend ISP 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.
• Keeps abreast 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

EDUCATIONAL REQUIREMENTS/ QUALIFICATIONS/ EXPERIENCE

• 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).

REQUIRED ABILITIES

• 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.

Employee Initials: __________ Page 1 of 2

• 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.

WORKING CONDITIONS / ENVIRONMENT / HAZARDS

• Job related tasks may involve exposure to blood, body fluids, tissue or the potential for skin or mucous membrane contact from spills or splashes of these substances. May have exposure to unpredictable individuals and situations when working at The Kelberman Center.
• Potential exposure to profanity, violent and/or offensive behaviors from clients or client family members.
• OSHA Exposure Category 1

PHYSICAL AND MENTAL DEMANDS

• The employee must have full sight and hearing with fluency in the English language. While performing the duties of this job, the employee is regularly required to talk or hear.
• Ability to lift, carry, push, pull or otherwise move objects up to 25 pounds.
• Ability to bend, stoop and squat.
• Ability to grasp and reach with both hands, including simple, firm and fine manipulation.
• Must be able to sit for long periods of time.
• Must be able to spend extended periods of time utilizing computer.
• Must be able to travel locally and occasionally regionally.
• Must be able to read materials for a period of time either in writing or via electronic communications.
• Must be able to have frequent oral communication in person and by telephone.
• Must possess the ability to make independent decisions when circumstances are warranted.
• Must have focused attention span and have ability to multi-task.
• Must be able to manage and cope in sometimes stressful situations.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position without compromising work-flow and efficiency.

WORK CONTACT GROUP
All staff, individuals at sites, visitors, family members, vendors, various regulatory and professional agencies.

SUPERVISED BY: Coordinator of Independent Living

• Employee Name

Employee Signature Date

Employee Initials: __________ Page 2 of 2

Job Types: Full-time, Part-time

Pay: $17.14 - $27.42 per hour

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Utica, NY 13502: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location