Heritage Christian Services

  • Fiscal Intermediary Coordinator

    Job Locations US-NY-North Tonawanda and surrounding areas
    Job ID
    Human Services
  • Overview

    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 active participation in the person centered planning process and oversight of the self directed budget once approved.  To support the mission, vision and values of Heritage Christian Services.


    1. Meet/interview with individuals and families in order to educate them on self directed services and the role of the Fiscal Intermediary
    2. Actively participate in Circle of Support (COS) and ISP meetings for assigned individuals; act as a back up resource for team members
    3. Review self directed budgets that are submitted by the broker; ensure all required elements are in place prior to submission to OPWDD
    4. Maintain an electronic/hard copy record for each individual you are assigned to support
    5. Enroll assigned individuals in Therap and CHOICES as appropriate
    6. Process self hire job requisitions and job descriptions
    7. Complete training for new self hire staff; inform staff when they are cleared to work; enroll/register self hire staff for training as needed on going. Ensure completion of mandated annual inservicing.
    8. Assist with creating documentation sheets and billing checklists and distribute them to the individual/COS
    9. Provide billing support; tracking down and collecting documentation, ensuring compliance with information. Submit timesheets to the accounting/finance team in a timely fashion
    10. Enter employee hours in the payroll system
    11. Monitor monthly expense reports for assigned individuals and address issues/concerns proactively with the individual, broker, service coordinator and members of the COS as appropriate.
    12. Submit invoices to the accounting/finance team for timely reimbursement (i.e. personal expenses, mileage, family reimbursed respite etc.)
    13. Read, understand and ensure compliance with relevant ADM’s including comm. hab, broker, respite, SEMP, FI etc.
    14. Attend regional FI meetings as appropriate
    15. Other duties as assigned



    • Minimum of High School diploma or high school equivalency; college experience preferred
    • Strong organizational and time management skills
    • Ability to multi-task
    • Personable and energetic with positive attitude
    • Valid driver’s license that is in compliance with Heritage Christian Services’ motor vehicle record standards, and reliable transportation to and from work


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed