This is a remote position.
Real Estate Finance Specialist
Remote | Philippines | Part-Time
Php 300 -330 hourly rate
Morning Shift (in line with NZ working hours)
If you’re an experienced finance professional who enjoys running clean financial operations, structured workflows, and real estate transaction finance, keep reading.
This isn’t a reactive bookkeeping role where you’re constantly fixing financial issues after they happen.
This is a financial ownership role where you’ll manage the financial backbone of a fast-moving New Zealand real estate business — ensuring transactions, commissions, and settlements move forward accurately, predictably, and without operational stress.
Why This Is a Dream Job
You’ll be working with a New Zealand-based real estate professional within a global community dedicated to transforming the real estate experience in New Zealand.
Even better — this client has worked with Filipino professionals for years and strongly believes in building long-term remote partnerships.
You’ll be working with someone who:
- Values structured systems and financial accuracy
- Has extensive experience working with Filipino remote professionals
- Operates inside a disciplined real estate transaction workflow
- Encourages process ownership and operational leadership
- Sees remote professionals as long-term business partners
This is a role where ownership, reliability, and financial precision matter.
You won’t simply execute tasks — you’ll own the financial workflows that keep the business running smoothly.
What You’ll Be Owning
This role owns the financial operations behind the entire real estate transaction lifecycle — from appraisal to settlement.
You will become the financial control point for the business, ensuring that every deal moves smoothly while maintaining financial accuracy and compliance.
You’ll take the lead on:
You’ll take the lead on:
Financial Operations Management
- Managing daily financial administration for property transactions
- Processing invoices and ensuring financial documentation is accurate
- Recording transactions and maintaining organized financial records
- Maintaining clean financial data within Xero and supporting systems
Real Estate Transaction Finance
- Coordinating the financial elements of the appraisal-to-settlement workflow
- Ensuring financial records align with listing, campaign, and settlement milestones
- Supporting smooth financial coordination across the transaction lifecycle
- Maintaining clear financial documentation tied to each property transaction
Commission Calculations & Payment Verification
- Calculating real estate agent commissions using transaction data and spreadsheets
- Verifying commission structures and internal agreements
- Maintaining organized commission calculation records
- Supporting reconciliation and verification of commission payments
Financial Reconciliation & Monthly Close
- Performing monthly bank reconciliations and transaction verification
- Supporting financial close processes and financial reporting accuracy
- Identifying discrepancies early and resolving them proactively
Reporting & Financial Visibility
- Preparing financial summaries and reports for the business owner
- Tracking commission performance and transaction financial activity
- Maintaining organized financial data that supports decision-making
- Improving visibility into financial operations across the business
Process Documentation & Operational Systems
- Documenting repeatable financial workflows and SOPs
- Creating structured systems for invoicing, reconciliation, and reporting
- Ensuring financial operations remain consistent as transaction volumes grow
Process Improvement & Automation
- Identifying opportunities to improve financial workflows
- Reducing manual processes and operational inefficiencies
- Testing tools and systems that improve financial reliability and scalability
AI & Financial Workflow Optimization
- Evaluating how AI and automation tools can improve financial operations
- Testing automation in reconciliation, reporting, and financial documentation
- Implementing practical tools that reduce manual workload and improve accuracy
Stakeholder Communication
- Communicating with the business owner, sales agents, and stakeholders
- Resolving financial questions and verifying transaction details
- Providing proactive updates when financial issues could impact settlements
Important:
You won’t be operating in isolation. You’ll receive clear direction, systems, and support from the client and Remote Workmate team — while being trusted to own the financial workflows of the business.
Requirements
This Role Is a Great Fit If You
- Have 5+ years of bookkeeping, accounting, or financial operations experience
- Have experience supporting real estate, property, or commission-based businesses
- Have managed full-cycle bookkeeping responsibilities
- Are comfortable managing invoice processing, reconciliation, and financial reporting
- Are confident using Xero or similar accounting platforms
- Have strong Excel or spreadsheet modeling skills
- Are highly detail-oriented with strong financial discipline
- Communicate clearly and professionally with stakeholders
- Can operate independently in a remote environment
- Have experience supporting international clients (NZ, AU, US, or similar markets)
Bonus Points If You
- Have experience with New Zealand or Australian real estate businesses
- Have supported commission-based financial structures
- Have worked in real estate transaction operations
- Enjoy building systems and documenting financial workflows
- Have implemented automation or AI tools in finance workflows
Tools You’ll Use
- Xero (primary accounting platform)
- Microsoft Excel / Google Sheets
- CRM and transaction management systems
- Project management tools
- Email and communication platforms
- Financial automation or AI tools where applicable
What Success Looks Like
After 90 days:
- The appraisal-to-settlement financial workflow runs smoothly
- Financial records are accurate and consistently maintained
- Commission calculations are reliable and dispute-free
- Reconciliations and financial close processes are completed on time
- Financial data is organized and easily accessible
- Stakeholders receive clear financial updates and reports
After 6–9 months:
- Financial workflows are fully documented
- Reporting provides clear financial visibility to the business owner
- Operational inefficiencies have been identified and improved
- Automation or AI has been introduced to streamline financial operations
You become the trusted financial operations partner behind the business.
Benefits
- Long-term remote stability
- Work with an experienced international client
- Clear ownership of financial operations
- Opportunity to design scalable financial workflows
- Exposure to international real estate finance operations
- Opportunity to implement automation and AI in financial systems
Final Word
If you’ve ever thought:
“I want more than just bookkeeping tasks — I want to own financial workflows and help a business run better.”
This is that role.
You’ll help build financial clarity, operational structure, and scalable systems behind a growing real estate business.
Let’s build something structured, reliable, and impactful — together.