Master Data Coordinator

Trilon Group

8d•Remote

About The Position

Trilon Group has experienced massive growth over the past 3.5 years, growing from inception to $1.3 billion in revenue across 16 partner firms. To support this continued growth, we are adding this new role with ownership of data governance, growth to management, high visibility, and foundational to shared services. This role serves as the single point of accountability for client and vendor record creation and maintenance within Deltek Vantagepoint, ensuring that new entities are set up accurately, completely, and in compliance with Trilon's data standards. The role sits at the intersection of master data management and the procure-to-pay (P2P) cycle — clean vendor data is the foundation on which AP throughput, payment accuracy, and 1099 compliance all depend. Beyond day-to-day transactional setup, this position is designed to grow into a key pillar of Trilon's SOP buildout, with increasing responsibility over master data governance, P2P process improvement, and cross-functional data integrity initiatives across the portfolio.

Requirements

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.

Nice To Haves

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.

Responsibilities

Client & Vendor Record Setup: 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.
Request Management & Workflow: 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.
Master Data Governance: 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
Procure-to-Pay (P2P) Support: 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.