FI LEAD SELF DIRECTION COORDINATOR - Central Islip, NY

Major Responsibility: 

The FI Lead Coordinator supports a team of FI Coordinators through the coordination and administration of all aspects of an ongoing program including planning, organizing, staffing, leading, and controlling program activities to ensure provision of quality Fiscal Intermediary services. The Lead Coordinator is responsible for overseeing compliance and quality metrics, and for providing support, training, and guidance to their team while ensuring all services meet OPWDD, Medicaid, and agency standards. The Lead Coordinator acts as a key liaison among individuals, families, brokers, and staff to promote self-determination, accountability, and independence for participants.

Primary Duties and Responsibilities

The Lead Coordinator performs a wide range of duties including some or all of the following:

Program Oversight

• Ensure compliance with OPWDD regulations, Medicaid billing requirements, and agency policies.
• Support FI staff/Self-Direction Coordinators (SDCs) under the supervision of the Program Director, including performance management and evaluations.
• Monitor program operations, including budget approvals, documentation, billing accuracy, and adherence to policies. 
• Stay current with OPWDD Self-Direction guidance and Medicaid regulations, implementing changes as required.

Staff Support & Development

• Directly support a team of FI staff/SDCs in their day-to-day roles.
• Provide initial and ongoing training on policies, procedures, and regulatory updates.
• Facilitate regular team meetings to ensure consistent communication and best practices.
• Mentor staff to address and resolve participant, broker, and DSP concerns.
• Act as a liaison between families, brokers, coordinators, and DSPs.

Participant & Family Support

• Serve as a resource for individuals, families, and circles of support engaged in Self-Direction.
• Participate in the Community Class Vetting Committee.
• Ensure accurate and timely processing of budgets and documentation.
• Support brokers in navigating FI requirements and responsibilities.
• Address and resolve escalated participant, family, or broker concerns.

Fiscal & Compliance Management

• Oversee fiscal accountability for participant budgets, including monitoring expenditures and reimbursements.
• Act as a liaison to the FI Payroll team to support DSPs, participants, and families.
• Ensure billing accuracy, documentation, and timely submission in compliance with Medicaid and OPWDD.
• Conduct regular internal audits of program files and budgets.
• Prepare compliance and performance reports for leadership, OPWDD, and other stakeholders.

Quality Assurance

• Monitor service quality and ensure adherence to person-centered practices.
• Develop and implement corrective action/performance improvement plans with the support of the Program Director.
• Ensure program documentation reflects individualized services and supports.
• Participate in agency and external audits, ensuring program readiness and compliance.

Qualifications

• Education: Bachelor’s degree in Human Services, Social Work, Business Administration, or related field preferred. Alternatively, an Associate’s degree with 3+ years experience in OPWDD services or a High School Diploma/GED with 5+ years experience in OPWDD services can be substituted for a Bachelor’s degree.
• Experience: Minimum 3–5 years in OPWDD services, including at least 2 years in Self-Direction/FI services as SD Coordinator or other similar role.
• Knowledge & Skills:
  • In-depth knowledge of OPWDD Self-Direction regulations, FI functions, and Medicaid compliance.
  • Experience with budget development and Medicaid billing processes.
  • Strong leadership, communication, and organizational skills.
  • Ability to Analyze issues, develop solutions, and ensure compliance.
  • Proficiency in Microsoft Office Suite and electronic record systems.

• A Valid Driver's License and Insured Vehicle.
• PPD (TB test required with proof of results; no more than 1 year old)