Heritage Christian Services

Fiscal Intermediary Coordinator

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


Heritage Christian Services is seeking an energetic and positive person with a record of providing person centered supports. 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. 


  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


Our Commitment to Equity and Justice


We believe that people are entitled to dignity, respect, equity and justice. We champion a society that removes barriers. We reject racism and discrimination of any kind. We protest systemic and political inequities that marginalize people, recognizing that there is a history of structural racism in the United States. We will continue to learn and change to achieve justice. We know that strength comes from unity. As you speak out, be strong, faithful and well.


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