Fiscal Self Direction Supervisor

Fiscal Self-Direction Supervisor


The Fiscal Self-Direction Supervisor (SDS) will be the primary contact person/support for all FI related matters. The Fiscal Self-Direction Supervisor will act as a point person for the Lead AP Specialists and any other AP Specialists to assist the individuals/advocates receiving services. The Fiscal Self-Direction Supervisor will assist the Lead AP Specialist with any supports needed to maintain continuity of services and assist with ongoing project/team management. The Fiscal Self-Direction Supervisor will be responsible for any coverage needed to assure all Fiscal Intermediary supports are being provided as identified in the person’s Life Plan, Staff Action Plan and the New York State OPWDD Self Direction Budget. 

The Fiscal Self-Direction Supervisor will support the Lead AP Specialists and other AP Specialists in understanding all AIM Self Direction policies and procedures and assist in obtaining all required documentation. The Self Direction Supervisor will work with the internal and external Self Direction teams to assure person centered supports are being provided and the teams have the tools to access the budget funds.


  • Associate’s Degree in a Human Services Related Field with 2 years experience working with individuals with disabilities preferred; OR High School Degree with 4 years experience working with individuals with disabilities preferred 
  • 1 year supervision experience preferred
  • Program specific training (provided)
  • Valid NYS Driver’s License acceptable to Agency Insurance standards. Maintain valid insurance and provide insurance card if using your own vehicle.
  • Ability to exhibit/maintain a professional, kind, courteous and patient manner at all times
  • Complete the Broker Training Institute (BTI) and any supplemental trainings when offered.

Physical / Cognitive Requirements:

  • Effective verbal and written communication skills
  • Reading / Math skills at a level to perform job duties 
  • Demonstrated interest and ability to make possible the personal outcomes of individuals receiving services
  • Adherence to Agency policies including attendance policy

Responsible to: Assistant Director of Self-Direction Fiscal

Status: Non-exempt

Essential Functions:

  • Support the AIM Self-Direction Department with all fiscal intermediary policies and procedures.
  • Supporting the Self Direction Department with routine external trainings.
  • Support the Lead AP Specailists by being the point person/mentor when needed. This can be assisting with team communications or reimbursement processing coverage while AP Specialists are out.
  • Support the Lead AP Specialists with oversight of the AP Specialists/Bookkeepers and departmental operations as needed.
  • Ensure that the teams are trained and comfortable with the Evero Software Platform.

Other Duties:

  • As requested, participate as an active member of the individuals’ program team and Circle of Support.
  • Flexibility of schedule to ensure individual care and program implementation.
  • Any and all other related duties as requested by supervisor.

Signed Date:

Salary Description
$29.00- $34.00