Financial Services

CCSI works with our customers to provide a wide range of financial officer supports including managing fiscal processes and deliverables.  We have years of experience supporting the accounting functions along with monitoring and oversite of behavioral health contractual services.  CCSI works with customers to develop innovative tools to meet their unique needs.  Our staff has expertise in research methods, design and analysis necessary to meet all of the rigorous requirements and deliverables of federal, state, and local funders with a focus on funding efficiency. We provide trainings for new County Fiscal Officer positions as well as NYS’s Consolidated Fiscal Reporting system. 

NYS Office of Mental Health’s Article 31 Freestanding Clinic Vital Access Provider (VAP) Program - PowerPoint Presentation
Examples of Our Work
Our staff fill the need for financial officer supports in several ways, from phone support to back-office support to acting as the county fiscal officer for many customers.  We focus on developing a close team-work approach that values flexibility, quality, efficiency and effectiveness.  It is through these values that we implore the development of new processes and tools. Our team brings the unique skills of navigating the NYS Mental Hygiene System as well as other State and Federal systems for fiscal monitoring and reporting.  Examples of our work are as follows:

Financial Support to County Fiscal Officer

Our team currently provides a range of services to support the role of the County Fiscal Officer.  In this capacity, we provide phone support to questions, analysis, guidance, as well as direct supports to internal accounting, finance, program, and management staff.  Our staff provide support to improve internal accounting, accounts receivable, payments, budget development, and various other fiscal functions. We provide fund monitoring, management and oversite, including communicating with service providers and review and monitoring of all related financial deliverables. Our team audits deliverables according to fund guidance, communicates with fund providers, and ensures funding maximization and efficiency.  Further, our team prepares any fund reporting deliverables, works with auditors for approval, and submits all required documentation to their respective oversite agencies.  We have the flexibility with our team and the ability to pull in resources from other areas of CCSI to fulfill most needs of the customer.

Creation of Innovative Tools

Our team has worked with customers to develop innovative tools to fulfill needs or to redesign processes.  Our belief in efficiency and effectiveness drives us to brain storm creative solutions that has led to automated process development, data collection and reporting with significant savings in time through elimination of tasks and data entry, etc.  We believe in fully utilizing current technologies and incorporating new technologies into our solutions.

NYS Mental Hygiene System

Our team provides fiscal management and support to County Government Units and local service providers for NYS Office of Mental Health, Office of Alcohol & Substance Abuse Services, and Office for People with Developmental Disabilities program funding and services.  In this role, we review, manage, and disseminate the communications from NYS around programs, funding, and reporting and deliverables.  With our expertise in programs, funding, and guidelines, we have assisted our customers by providing leadership and/or preparing and completing the required deliverables.  These deliverables include, but not limited to, budgets, quarterly claims, final claims reports, Federal Administration Cost reports, etc.

Financial Officer and Consolidated Fiscal Reporting System (CFRS) Training

We believe that trainings can provide essential knowledge and development for staff.  We have assisted our customers in providing Financial Officer training as well as the rigorous requirements and deliverables of federal, state, and local funders.  Our goal is to improve the overall quality of work, improve comprehension, maximize fund efficiency and reduce the risk of funding disallowances.

James Monfort

James Monfort

Senior Consultant

Jim has a high level of financial and computer expertise and applies them to a variety of technical assistance projects. He puts his software application skills to use by developing tools to assist with monitoring and evaluating financial performance of behavioral health providers. His focus is on flexible, efficient, effective tools and analysis. He provides routine behavioral health financial management supports for many counties in an array of roles from trainer to LGU Fiscal Officer. Jim...Read More

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