Operations & Financial Management Assistant (JDW)

1 week ago

Paranaque City, Calabarzon, Philippines BruntWork Full time

This is a remote position.

Job Highlights

Contract: Independent Contractor
Schedule: Monday to Friday 8:00am to 5:00pm Sydney Time with 1 hour unpaid break.

About the Role
Join a growing construction company as their Operations & Financial Management Assistant, where you'll play a pivotal role in streamlining business operations and ensuring financial accuracy. This is an exciting opportunity to work directly with the business owner to implement systems that drive profitability and efficiency across multiple construction projects. You'll be the central hub for client communications, financial tracking, and operational coordination, having a direct impact on the company's growth and success. This role offers significant autonomy and the chance to grow with a forward-thinking construction business that values innovation and systematic approaches.

Role Objectives
  • Manage all client communications including emails, phone calls, SMS, and social media inquiries with response times within 1 hour during business hours
  • Qualify leads and updates deal statuses in CRM, ensuring all prospects are properly documented within 24 hours of initial contact
  • Conduct weekly financial reconciliation in Wunderbuild to provide real-time cost tracking versus actual expenses for proactive budget management
  • Match all invoices to correct jobs in Wunderbuild and generate client invoices within 48 hours of work completion
  • Coordinate with bookkeeper to ensure timely payment processing and maintain accurate job costing records
  • Organize and maintain all job documentation within Wunderbuild platform
  • Schedule jobs considering team workloads and travel times to maximize on-site productivity
  • Conduct job auditing for timesheets and variations, maintaining all compliance records
  • Maximize utilization of Wunderbuild platform including document management, budget tracking, and checklist functions
  • Support supplier and subcontractor coordination including price checking and maintaining updated price books
  • Assist with quote and tender management processes to streamline estimation workflows
  • Follow up on completed projects for Google reviews and referral requests
  • Provide weekly budget meeting preparation and financial reporting for active projects

Scope
  • Primary focus on financial operations with weekly reconciliation being paramount priority
  • Full ownership of client communication management across all channels
  • Complete responsibility for Wunderbuild platform optimization and utilization
  • Support role in supplier and subcontractor coordination
  • Administrative support for quote and tender processes
  • Compliance and documentation management for all active projects
  • Lead qualification and CRM management
  • Coordination with existing bookkeeper for monthly financial processes
  • Post-project follow-up for reviews and referrals
  • Weekly financial reporting and budget meeting preparation
Requirements
  • Strong background in bookkeeping, finance, accounting, or similar field (highly preferred due to financial focus)
  • Excellent written and verbal communication skills for client interaction
  • Proven ability to manage multiple projects and priorities simultaneously
  • Strong attention to detail for financial reconciliation and compliance documentation
  • Proficiency in email management and digital communication platforms
  • Understanding of construction industry processes and terminology
  • Ability to work independently with minimal supervision
  • Strong organizational skills for document management and scheduling
Nice to have
  • Experience with construction management software, preferably Wunderbuild or similar platforms
  • Experience with CRM systems and lead qualification processes
Benefits Independent Contractor Perks
  • Permanent work from home
  • Immediate hiring
  • Steady freelance job
Please note that since this is a permanent work-from-home position and an "Independent Contractor" arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

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