Finance Coordinator

Posted Yesterday
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Stamford, CT
Senior level
Financial Services
The Role
The Finance Coordinator role involves processing invoices and expense reports, managing vendor relationships, coordinating tax filings, and assisting with corporate programs. The position requires handling data across systems, supporting audit processes, and contributing to various accounting tasks in a fast-paced environment while collaborating with finance and accounting teams.
Summary Generated by Built In

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $48 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.


LOCATION:      600 Washington Boulevard, Stamford, CT

HOURS:           8:30am to 5:30pm, flexibility required, hybrid in-office schedule (4 days)

Viking Global Investors LP is a global investment firm founded in 1999. We manage more than $48 billion of capital for our investors across public equity, private equity, and credit and structured capital investment strategies. We have more than 275 employees and offices in Stamford, New York, Hong Kong, London, and San Francisco.

JOB FUNCTION

The Finance Coordinator will report to the Accounts Payable Specialist and work closely with members of the Corporate Accounting, Fund Accounting, and Tax Compliance teams.

Responsibilities may include, but are not limited to:

  • Receive, retrieve, review and process incoming invoices and employee expense reports using a variety of systems (Workday, Outlook, vendor websites)
  • Assist with vendor onboarding, ongoing management and inquiries
  • Monitor the AP and Fund expense mailbox daily
  • Assist with Virtual Card management and execution of payment on vendor websites
  • Support management of corporate programs including AMEX and Uber
  • Help with adding bills to the Fund expense allocation system, initiate expense runs, and send batch approval emails
  • Assist with tax mailings, filings, and scanning, including tracker maintenance
  • Assist with monthly expense report submission tracking and follow up
  • Help with managing tax payments/refunds, withholding tax form requests, and new entity onboarding (EIN application, withholding forms) and entity dissolution tax forms
  • Assist with the review of tax extensions for accuracy/completeness and follow up with State Tax Department(s) as needed
  • Assist with coordination of audit confirmation process
  • Coordinate document signatures and preparation of PowerPoint presentations/PDF compare documents
  • Support ad hoc requests and projects across teams

QUALIFICATIONS

The ideal candidate will have:

  • At least five years of working experience
  • Prior Financial Industry experience is a plus
  • Experience with data entry: Proficient in handling large volumes of data across various systems with high accuracy. Familiar with data validation and quality control methods
  • Workday experience is a plus
  • An undergraduate degree with a strong GPA
  • Excellent organizational skills
  • Ability to prioritize/work in an environment with competing demands
  • Proficient knowledge of Excel
  • Strong written, verbal, and interpersonal communication skills

The ideal candidate should exhibit the following traits: 

  • Quality focus: strong attention to detail, work ethic and motivation to continually improve
  • Efficiency mindset: desire to achieve high quality outcomes in an efficient manner
  • Accountability: strong ownership of responsibilities and deadlines
  • Team-orientation: ability to work collaboratively within the Finance and Accounting teams, with other departments and vendor contacts
  • Intellectual curiosity: drive to learn, grow and contribute to various initiatives

 Viking is an equal opportunity employer.  Questions about your candidacy and requests for reasonable accommodation in the recruitment process should be directed to [email protected].

 


Top Skills

Excel
Workday
The Company
HQ: Greenwich, CT
265 Employees
On-site Workplace

What We Do

V iking Global Investors LP (“Viking”) is a global investment firm founded in 1999. We employ a fundamentals-driven investment approach to managing over $40 billion of capital across long/short, long-only, public/private hybrid and private-only strategies. Across our funds, our primary goal is to provide investors with best-in-class performance. We believe operational excellence is essential to our management of the capital with which we have been entrusted. We have approximately 240 employees, including 52 investment professionals, across five offices: Greenwich, New York, Hong Kong, London and San Francisco. We seek to attract people who exhibit our Firm’s core values of intellectual honesty, analytical rigor, continuous improvement, individual accountability and integrity. Viking is registered as an investment adviser with the U.S. Securities and Exchange Commission.

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