Real Estate Finance Specialist

This is a remote position.Real Estate Finance Specialist Remote | Philippines | Part-TimePhp 300 -330 hourly rateMorning 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 JobYou’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 OwningThis 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.



RequirementsThis 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 LikeAfter 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 WordIf 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.






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