Veta Virtual

Revenue Operations

• Lead end-to-end revenue operations: generate quotes and invoices, reconcile discrepancies, track receivables, and ensure timely collections
• Oversee a small AR team (2 AR Specialists) to send invoices daily and review accuracy against order forms
• Resolve discrepancies with sales or customers and respond to customer and sales invoicing questions
• Take ownership of collections and confidently push back when needed
• Support accurate revenue reporting by collaborating with the accounting team and reviewing SQL query outputs
• Optimize systems (QuickBooks Online, Stripe) and lead upgrades, automation projects, and process improvements
• Communicate clearly and professionally with clients regarding billing, invoices, and payment statuses

Senior Accounts Receivable and Revenue Operations Specialist

Accounting Manager

• Manage the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting.
• Serve as the main accounting point of contact for client stakeholders, ensuring clear communication and timely delivery of results.
• Apply startup accounting principles to balance best practices with resource constraints and evolving priorities.
• Make financial judgments in dynamic, less structured environments while maintaining accuracy and compliance.
• Integrate and optimize external applications with QuickBooks Online to streamline accounting operations.
• Oversee accounts payable/receivable, expense management, and vendor/client interactions.
• Leverage tools such as QuickBooks Online, Slack, Google Sheets, Google Docs, Zoom, and Google Drive daily.
• Stay current on emerging technologies and AI applications to enhance accounting efficiency.
• Manage client relationships, implement tools, and optimize accounting processes in a fully remote, fast-paced environment.

Project Manager

• Ordering and tracking roofing materials, supplies, and equipment to match project specifications.
• Coordinating with vendors to confirm pricing, delivery schedules, and order accuracy.
• Maintaining accurate records of all material orders, receipts, and delivery confirmations.
• Building and updating project schedules, assigning crews, and ensuring required permits and inspections are in place.
• Quickly adjusting schedules for weather, client needs, or material delays while keeping projects on track.
• Acting as the main point of contact for crews, vendors, and clients, ensuring everyone is aligned and informed.
• Providing clients with clear updates on start dates, timelines, and any scheduling changes.
• Resolving conflicts or job-site issues promptly and resourcefully.
• Monitoring project progress, ensuring photos and documentation are completed for each job.
• Delivering weekly updates to management on job progress, upcoming priorities, and schedule adjustments.

Project Coordinator, Construction and Roofing

Executive Assistant

• Keep daily operations on track by sending building-wide memos and clear tenant updates.
• Coordinate move-ins/outs, key turnovers, and access controls (keys, fobs, intercoms).
• Schedule inspections and maintain up-to-date maintenance and compliance calendars.
• Track appliance and supply inventory — order what’s needed, when it’s needed.
• Coordinate access for vendors and contractors for maintenance and repairs.
• Keep ‘finishes’ spec-sheets organized for easy reference.
• Prepare and submit rent reasonableness requests, lease renewals, and other compliance paperwork to NYC Agencies.
• Manage violation reviews, collect backup documents, and prepare for hearings.
• Stay ahead of deadlines and follow up until tasks are fully complete.

Senior Accounts Receivable and Revenue Operations Specialist

Accounting Manager

Project Coordinator, Construction and Roofing

Virtual Assistant – Property Management