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Heritage Christian

Fiscal Intermediary Coordinator

Full-TimeDeadline 8/14/27
$24.50 - $26.50/hr
Mid
Associate's
Rochester, NY, USA
In PersonRequires reliable transportation to and from work.
Social & Community ServicesCase Management & Advocacy

About the job

Requirements
  • An Associate’s Degree or equivalent of two years of relevant experience is required.
  • Strong organizational and time management skills are required.
  • Strong writing and communication skills are required.
  • The ability to multitask is required.
  • Bilingual English and Spanish communication ability is preferred for communicating effectively with Spanish-speaking individuals.
  • A valid driver’s license compliant with Heritage Christian Services’ motor vehicle record standards is required.
  • Reliable transportation to and from work is required.
Responsibilities
  • Read, understand, and ensure compliance with relevant Office for People With Developmental Disabilities and Department of Health guidance and Administrative Directives, including Community Habilitation, Broker, Respite, Supported Employment, Fiscal Intermediary, and Individual Directed Goods and Services requirements.
  • Ensure timely and accurate enrollments in Self-Directed Services using CHOICES and eVero.
  • Actively participate in Circle of Support and Life Plan meetings for assigned individuals.
  • Provide information, guidance, support, and education to self-directing participants on self-direction rules, regulations, and internal policies.
  • Review submitted self-directed budgets and ensure all required elements are in place before submission to the Office for People With Developmental Disabilities.
  • Support participants in obtaining and maintaining housing subsidies and ensure subsidies are renewed annually by November 15.
  • Maintain a compliant electronic record for each assigned individual, including current Life Plans, budget justifications, Staff Action Plans, Level of Care Eligibility Determinations, and psychological evaluations.
  • Supervise, train, and co-manage self-hired employees.
  • Review service documentation, including staff documentation, invoices, and reimbursement or payment requests, for accuracy, completeness, and compliance.
  • Complete self-hired staff management activities and ensure Level 3 Fiscal Intermediary fee-billing requirements are met monthly.
  • Report all reportable incidents immediately and ensure immediate protections are in place when an incident occurs.
  • Process payroll documentation in a timely manner.
  • Process reimbursements promptly for self-directing participants, their families, and self-hired staff.
  • Monitor budget spending for assigned individuals and proactively address issues with the individual, broker, care coordinator or manager, and Circle of Support members as appropriate.
  • Attend quarterly Fiscal Intermediary/Broker Office for People With Developmental Disabilities Webex meetings and assigned trainings.
  • Attend scheduled team meetings.
  • Work cohesively as part of a larger team.
Desired Qualifications
  • Bilingual English and Spanish communication ability for communicating effectively with Spanish-speaking individuals.

About the company

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