Fiscal Intermediary (FI) Coordinator

Job Title: Fiscal Intermediary (FI) Coordinator

Location: Canandaigua and CP Rochester sites

Pay Range: $23.00-$27.00 per hour

Position Type and Expected Hours of Work: This is a full-time position (37.5 hours per week). Days and hours of work are Monday through Friday during program hours (8:30 am - 4:30 pm). Must have ability to adjust hours as needed. Evening/weekend work required on occasion.

Summary/Objective:

The Fiscal Intermediary Coordinator is responsible for providing support and guidance to individuals who self-direct their services through a self-directed budget. Responsibilities include participating in meetings, oversight of the self-directed budget and ensuring timely and accurate billing.

Minimum Qualifications

1. High School Diploma/GED and 3+ years relevant experience, OR Associate’s Degree and 2+ years relevant experience, OR Bachelor’s Degree and 1+ year relevant experience
2. Knowledge of eVero is a plus.
3. Proficient in the use of Microsoft Office software (Word & Excel)
4. Valid NYS Driver’s License.

Competency Requirements

1. Excellent communication skills
2. Public speaking skills
3. Basic computer skills including knowledge of Microsoft Excel
4. Strong time-management and organizational skills
5. Pleasant customer service skills

Responsibilities include:

1. Imparts agency philosophy of “Equal Opportunity, Independence and Realization of Individual Potential” to children, families, program staff and community resources.
2. Maintains confidentiality of information relating to individuals and their families in accordance with agency policy.
3. The FI Coordinator will support Self-directed (SD) participants.
4. Responsible for reviewing SD participant’s monthly paperwork, ensuring all information is accurate and meets Federal, State and local regulations.
5. Responsible for submitting monthly documentation for billing and accounts payable, monitoring records of approvals, broker invoices and monthly expenditure reports.
6. Attends required meetings and prepares/completes required paperwork.  Provides training and support to SD participants/designees to manage their SD Plan and self-hired staff. 
7. Collaborates with Human Resources on hiring and staffing concerns.
8. Monitor self-directed staff’s compliance with required trainings. 
9. Conducts launch meetings.
10. Review Self-Directed budgets for compliance with regulations.
11. Monitors plans and resources to ensure appropriate implementation.
12. Reviews self-hired staff’s billing documentation and prepare for payroll processing.
13. Adheres to the agency’s policies and procedures as well as department guidelines.
14. Participates in conferences, workshops and in-service training as needed or recommended to enhance job skills and personal growth and development.
15. Performs all other duties at the discretion of the Program Director or his/her designee.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Work Environment: This job operates in a professional office and preschool program environment. This role routinely uses standard office equipment.

Physical Demands: 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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit, stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move objects up to 10 pounds and occasionally lift and/or move objects up to 30 pounds.

Travel:Travel is primarily local during the business day, but employee may be expected to work at any of our partner agencies. Some out-of-the-area and overnight travel may be expected (for Conferences/trainings).

Our comprehensive benefit plan includes but is not limited to (full-time & part-time positions only):

• Affordable Medical (Full-Time only) / Dental / Vision Insurance
• Paid Personal Time Off
• Paid Vacation Time
• Paid Sick Time
• 10 Paid Holidays
• Matching 403B and/or ROTH Retirement Plan
• Additional Insurance Offerings - Term Life, Short Term Disability, Critical Illness with Cancer Rider, Accident Insurance, Identity Theft Protection
• Employer Paid Term Life/AD&D Insurance & Long-Term Disability 
• Employer Paid Health Reimbursement Arrangement (HRA)
• 25% Tuition Discount for benefit-eligible Employeesand Family Members at Roberts Wesleyan College

The listed base pay range is a good faith representation of current potential base pay for successful applicants. It may be modified in the future. Pay is determined by factors including experience, relevant qualifications, internal equity, and location.

EEO Statement:

The agencies are equal opportunity employers. We do not discriminate against employees or applicants in the hiring, promotion, compensation, placement, termination, layoff, recall, transfer, leaves of absence or any other term or condition of employment on the basis of race, color, religion, sex, sexual orientation, gender orientation/identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran, domestic violence victim status, prior arrest and conviction records or any other protected category in accordance with applicable federal, state and local laws.