Master Data Coordinator

Department: Corporate/Administrative

Employment Type: Full Time

Location: Remote- USA

Reporting To: Joseph Barnett

Description

Key Responsibilities:

• Serve as the primary intake point for all new client and vendor setup requests across Trilon's portfolio companies, ensuring requests are complete before entry.
• Create and maintain accurate client, vendor, and project records in Deltek Vantagepoint, adhering to defined naming conventions, field completion standards, and coding hierarchies.
• Validate W-9s, certificates of insurance, vendor banking information, and other required onboarding documentation prior to ERP entry.
• Ensure master data changes are made accurately and quickly to prevent delays in business operations.
• Coordinate with operating company project managers, controllers, and billing and accounts payable teams to gather required data, resolve discrepancies and train on client & vendor record protocols.

• Manage the intake queue for setup requests, tracking status and communicating turnaround timelines to requestors.
• Develop and maintain standardized request templates and intake forms to improve data quality at the source and improve input efficiency.
• Escalate incomplete, inconsistent, or potentially fraudulent requests per defined protocols.
• Maintain service level compliance metrics and report on request volume, cycle times, and error rates.

• Own the ongoing cleanliness of client and vendor master data; identify and remediate duplicate records, outdated entries, and data quality exceptions.
• Develop and enforce data entry standards, field definitions, and governance policies in partnership with Finance and IT.
• Conduct periodic data audits across operating companies to identify inconsistencies and drive remediation efforts.
• Assist with the integration of client and vendor master data of newly acquired companies into Trilon’s ERP.
• Serve as the subject matter expert on client/vendor data architecture within Deltek Vantagepoint.
• Assist with documenting workflows, SOPs, and training materials to enable consistent execution

• Serve as a critical enabler of the P2P cycle by ensuring vendor master data is complete, accurate, and properly configured in Deltek Vantagepoint prior to purchase order creation or invoice processing.
• Coordinate with accounts payable and procurement teams to resolve vendor setup gaps that are blocking invoice processing or payment execution — acting as the connective tissue between data quality and P2P throughput.
• Support vendor banking information setup and ACH/wire enrollment, including validation of banking details against W-9 and other onboarding documentation to reduce payment errors and fraud risk.
• Assist in identifying and resolving duplicate vendor records that create P2P inefficiencies, misdirected payments, or 1099 reporting errors.
• Partner with AP leadership on P2P process improvement initiatives, including vendor onboarding service level targets, first-pass invoice match rates, and exception reduction — contributing master data inputs to these metrics.
• Support new operating company integrations by mapping acquired company vendor data into Trilon's standard P2P structure within Deltek Vantagepoint, flagging conflicts and gaps for resolution.

Skills, Knowledge and Expertise:

• 2–5 years of experience in a data coordination, accounts payable, or finance operations role, preferably within a multi-entity environment.
• Demonstrated experience with ERP systems; Deltek Vantagepoint or similar project-based ERP strongly preferred.
• Strong attention to detail and commitment to data accuracy and completeness.
• Excellent organizational skills with the ability to manage a high volume of requests and competing priorities.
• Effective communicator with the ability to work cross-functionally with operating company staff and corporate stakeholders.
• Proficiency with Microsoft Excel.

• Familiarity with procure-to-pay (P2P) processes and systems, including PO creation, invoice matching, payment runs, and 1099 vendor management.
• Familiarity with vendor onboarding processes, including W-9 validation, ACH verification, and COI review.
•  Exposure to master data management concepts, data governance frameworks, or shared services design.