Batching Specialist (AI-Enabled)
About The Position
The Batching Specialist is responsible for the accurate and timely preparation, organization, and processing of transaction batches. The role supports the Accounting and Compensation teams by ensuring data accuracy, maintaining organized records, and complying with internal controls and processing standards. The specialist uses AI-enabled processes to validate transaction details, check required fields and supporting documents, flag incomplete, duplicate, or potentially incorrect transactions, and prepare transaction batches according to business rules. The role also includes calculating batch totals and item counts, generating batch summaries and upload-ready files, reconciling source records with batch totals and system reports, and documenting discrepancies and recommended corrective actions for human review. The specialist maintains searchable batching logs and supporting documentation, drafts daily, month-end, and year-end reports, and responds to questions about batch history using authorized records. The position offers an opportunity to create projects and streamline others’ 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, to support 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 transaction fields, supporting documents, and authorization indicators.
- Flag incomplete, duplicate, or potentially incorrect transactions before batching.
- Automatically group transactions according to business rules.
- Calculate batch totals and item counts.
- 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 others’ responsibilities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
