Batching Specialist (AI-Enabled)

My Wireless•San Juan, PR

About The Position

The Batching Specialist is responsible for accurately and promptly preparing, organizing, and processing transaction batches. The role supports the Accounting and Compensation teams by maintaining data accuracy and organized records while following internal controls and processing standards. It uses AI-enabled tools and automation to validate transactions, prepare batches, reconcile records, and support audit and reporting activities. The role also offers an opportunity to create projects and streamline other responsibilities.

Requirements

  • Working proficiency in Python, with hands-on experience automating data processing, validating transaction records, and reconciling large datasets.
  • Familiarity with AI-powered tools, such as Claude and Python, for document review, data analysis, discrepancy investigation, and report preparation.
  • Ability to identify data inconsistencies, investigate transaction discrepancies, and apply established business rules to ensure accuracy.
  • Basic understanding of data processing automation, including automated workflows, spreadsheet automation, or AI-assisted data processing.
  • Ability to validate AI-generated outputs and independently verify data, calculations, and supporting documentation.
  • Strong understanding of data confidentiality, information security, internal controls, and responsible use of AI tools when handling sensitive financial information.
  • Ability to learn and adapt to systems, AI platforms, and emerging AI-enabled technologies.

Nice To Haves

  • Experience using Claude, Python, or similar AI tools to support transaction processing and data analysis.
  • Familiarity with tools that automate repetitive data entry, validation, and reporting tasks.
  • Ability to independently verify AI-assisted outputs and ensure compliance with accounting procedures.
  • Ability to work in a fast-paced, high-volume environment while maintaining accuracy and meeting strict deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify, investigate, and resolve transaction discrepancies.
  • Proficiency in Microsoft Excel, including pivot tables, lookup functions, and data validation.

Responsibilities

  • Extract transaction details from documents and spreadsheets.
  • Check required fields, supporting documents, and authorization indicators; flag incomplete, duplicate, or potentially incorrect transactions before batching.
  • Group transactions according to business rules, calculate batch totals and item counts, and generate batch summaries and upload-ready files.
  • Compare source records against batch totals and system reports; identify missing, duplicated, or mismatched transactions.
  • Explain discrepancies and recommend corrective actions for human review.
  • Maintain searchable batching logs and supporting documentation.
  • Draft daily, month-end, and year-end reports.
  • Answer questions about batch history using authorized records.
  • Create projects and streamline other responsibilities.
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