The Fiscal Intermediary is responsible for administering Fiscal Intermediary services and assisting with program growth. The Fiscal Intermediary assists people with I/DD and their families in utilizing Self-Directed Services and ensures all services are as individualized as possible. The Fiscal Intermediary maintains a comprehensive understanding/knowledge base of the Self-Directed program/models, including regulations and day-to-day operations. Reports directly to the Self-Direction Manager.

Essential Functions (Job Duties)

Administering Self-Directed Services.

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  Provides Fiscal Intermediary services in the Self-Direction Program
• Maintains a professional relationship with Support Brokers, Participants/Families, Care Managers and members of participant's Circle of Support
• Ensures processing of paperwork, Life Plans and Staff Action Plans are completed in a timely manner and follows Self-Direction regulations and guidance
• Works with Brokers to develop and/or amend budgets based on the wishes of the Participant and their Circle of Support
• Acts as a liaison with the DDRO to ensure Self-Direction budgets are approved, as needed.
• Launches Self-Directed plans in a timely manner, upon budget and Life Plan approval
• Assists Self-Hired Staff with the hiring process and provides training on the service provision and electronic software
• Utilizes the electronic software for document retention and documenting purposes
• Follows all agency policies and procedures in regards to incident reporting
• Maintains caseload as assigned by Self-Direction Manager
• Other duties as assigned by Self-Direction Manager

Citizen Advocates, Inc. is committed to equal opportunity for all employees and applicants. As a proud Equal Opportunity Employer (EOE), we do not discriminate based on race, color, national origin, ancestry, citizenship status, religion, sex, sexual stereotyping, sexual orientation, gender, gender identity, gender expression, age, marital status, mental or physical disability, medical condition, genetic information, military or veteran status, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), or any other protected characteristic. Employment may be contingent upon Citizen Advocates, Inc.'s receipt of an acceptable and job-related background check, motor vehicle report, and/or reference check, as applicable and permissible by law.