FI Coordinator (Long Island Area)
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Job Location:
Howard Beach, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
12-10-2025
Vacancies:
1 Vacancy
Job Summary
Description
Location: Howard Beach Queens NY
Pay Range: $26.25 per hour
Hours: Monday-Friday 8:30AM-5:00PM (40hrs)
This position may require you to commute within New York State.
Job Summary/Objective:
Provides Fiscal Intermediary oversight and support to Self-Direction members and their Circle of Support.
Essential Functions:
- Oversee a caseload of 60-80 participants
- Review upload and approve budget budget amendments/CNBAs/Annual Rollovers within eVero portal. Ensuring that all budgets adhere to MNY specific Fringe Rate
- Request and review all required Self-Direction documents (Life Plan Notice Of Decision Level of Care -LCED DDP-2 Monthly Summary Notes Staff Action plan-if applicable) to ensure compliance with OPWDD regulations.
- Enrolling/disenrolling members in to OPWDD CHOICES upon approval of Self-Direction budget (Start-up Initial Transfer).
- Participate in Bi-Annual Life Plan and additional team meetings with members Circle of Support team (mandatory 2 LP meetings per year and any other meetings as necessary)
- Facilitates Launch meeting where all OPWDD and MNY forms policy and procedures as well as members approved Self-Direction budget are reviewed with member and Circle of Support Team.
- Review and verify member expense reports and broker billing to ensure it meets all criteria to maintain compliance with OPWDD standards.
- Records monthly activity logs for every member on caseload highlighting concerns issues and updates.
- Liaison between member/Circle of Support staff broker Self -Direction Liaison as well as MNY finance HR and payroll departments.
- Maintains most current eligibility documentation (LCED DDP-2 Life Plan) and Broker Documentation (Meeting Minutes Staff Action Plans Safeguards Broker Agreements) for each member on caseload via eVero. Requests missing documentation periodically via e-mail phone calls and during Life Plan meetings.
- Review community classes checklist received by broker and update approval list as necessary
- Identify and report any incident complaint or compliance issue to immediate supervisor and other entities as required (OPWDD 147 form etc.)
- Support appropriate budget utilization: Review expenditures for overage issues and address such issues with member/Circle of Support to ensure continuity of services in annual budgeted year.
Working with the entire team to ensure Person-Centered Compliant Fiscally Responsible services. - As a representative of Meaningful NY participating in the promotion training refinement and advocacy for Self-Direction in New York State.
Maintains and keeps current with knowledge of Self-Direction through participation in MNY and OPWDD trainings.
Retains documentation of all current OPWDD regulations (guidance ADMs etc.)
Competencies:
Person-Centered Philosophy Interpersonal skills Customer Service flexible and Adaptable Excellent Written and Verbal Communication Cultural Competence Reliability Ethical and Professional Behavior Detail Oriented Ability to work independently and in a team environment Self-starter Proficient in Microsoft Word Excel Outlook Adobe Zoom/Teams
Required Education/Experience:
- Highschool diploma and 2 or more years of experience in a related field or position.
Preferred Education/Experience:
- Bachelors Degree in a related field.
- Bilingual preferred
Other duties
Please note 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. I was given the opportunity to ask questions about the above job description. I will address any future questions about my job description to my manager.
Access Network is an EEO employer
Required Experience:
IC
Key Skills
- Business Intelligence
- Bidding
- Accounts Assistant Credit Control
- Account Development
- Content Development
- Lab Testing
