Veta Virtual

Executive Assistant

• Manage the CEO’s inbox and communications, prioritizing and drafting responses
• Schedule and coordinate meetings, calls, and travel arrangements across multiple businesses
• Handle inbound/outbound calls, including light client coordination, vendor outreach, and screening
• Collect and organize KPIs, dashboards, and financial data for easy review
• Maintain and update CRM systems to keep pipelines and records organized
• Support WordPress updates and coordinate with contractors or vendors as needed
• Lead small projects, track progress, and hold stakeholders accountable to deadlines
• Research new tools, vendors, or opportunities, preparing summaries and recommendations
• Provide flexible, ad hoc support across marketing, home services, and consulting operations

Senior Executive Assistant to the CEO

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

• 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 Executive Assistant to the CEO

Senior Accounts Receivable and Revenue Operations Specialist

Accounting Manager

Project Coordinator, Construction and Roofing

Virtual Assistant – Property Management