Heritage Christian Services

Fiscal Intermediary Coordinator and Intake Specialist

Job Locations US-NY-Rochester and surrounding areas
Job ID
Human Services


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. Process FI referrals in a timely manner.
  3. Obtain, review and properly store all necessary compliance documents for people requesting FI services.
  4. Ensure the intake list is kept up to date at all times.
  5. Maintain an FI caseload of up to 35 people and an intake list of up to 100 people.
  6. Maintain close and regular communication with all people coming through the intake process.
  7. Actively participate in Circle of Support (COS) and Life Plan meetings for assigned individuals; act as a back up resource for team members
  8. Review self directed budgets that are submitted by the broker; ensure all required elements are in place prior to submission to OPWDD
  9. Maintain an electronic/hard copy record for each individual you are assigned to support
  10. Enroll assigned individuals in eVero and CHOICES as appropriate
  11. Facilitate launch meetings for all people coming off of the intake list.
  12. Process self hire job requisitions and job descriptions for FI caseload and Intake
  13. Maintain timely communication with families, self-hired staff and COS regarding the budget, payroll, reimbursements, etc.
  14. 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 in-servicing.
  15. Enroll families/people coming through intake in the eVero Family Portal and provide training on how to use the eVero Family Portal
  16. Provide billing support; tracking down and collecting documentation, ensuring compliance with information. Submit electronic timesheets to the accounting/finance team in a timely fashion
  17. Enter employee hours in the payroll system
  18. 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.
  19. Submit invoices to the accounting/finance team for timely reimbursement (i.e. personal expenses, mileage, family reimbursed respite etc.)
  20. Read, understand and ensure compliance with relevant ADM’s including comm. hab, broker, respite, SEMP, FI etc.


  • Minimum of High School diploma or high school equivalency; college experience preferred
  • Strong organizational and time management skills
  • FI experience strongly preferred
  • Knowledge of Self-Direction and the services available within Self-Direction
  • 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


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