Full-Time

Senior Financial Analyst

Veta Virtual

Veta Virtual

11-50 employees

Remote front-desk and talent support provider

No salary listed

Remote in UK + 5 more

More locations: Remote in Germany | Remote in Ireland | Remote in Spain | Remote in Italy | Remote in France

Remote

Must be based in Latin America or Europe and overlap with U.S. Eastern business hours.

Category
Finance & Banking (1)
Required Skills
Data Visualization
QuickBooks
SQL
CRM
Financial analysis
Excel/Numbers/Sheets

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Requirements
  • At least 5 years of experience in accounting, financial analysis, financial planning and analysis, or business operations.
  • Genuine job costing experience, including understanding how misallocated expenses affect gross margin reporting.
  • Advanced Microsoft Excel or Google Sheets skills, including pivot tables, lookups, nested logic, and clean model structure.
  • Working knowledge of QuickBooks, including class and location tracking in a multi-entity environment.
  • Experience with a customer relationship management or field service management platform, and ability to learn new systems quickly.
  • Strong written and spoken English for weekly video calls with U.S. staff and documentation.
  • Ability to raise problems clearly and directly with people who do not report to the candidate.
  • Availability to overlap with U.S. Eastern business hours for daily coordination.
  • Must currently be based in Latin America or Europe.
Responsibilities
  • Trace every expense to the correct job, department, and category and eliminate unassigned or miscoded spending.
  • Own purchase-order accuracy from issuance through receipt and reconciliation.
  • Support revenue, cost of goods sold, and gross profit accuracy by brand, department, and job alongside the bookkeeping team.
  • Reconcile data across the field service platform, QuickBooks, and customer relationship management system.
  • Produce accurate, timely, and defensible commission reports.
  • Support budgets and expense planning across multiple brands and entities.
  • Build and maintain department-level performance dashboards, key performance indicator tracking, and a consistent reporting cadence, including weekly and monthly packages for ownership.
  • Own customer relationship management data hygiene across all brands, including tag standardization, duplicate detection and merging, and clean pipeline and job-status data.
  • Write data standards that maintain clean information as the company adds locations and headcount.
  • Flag margin erosion, cost creep, pricing problems, and outlier jobs; investigate variances and provide answers.
  • Complete a short two-minute video question as part of the screening process.
Desired Qualifications
  • Experience supporting a U.S.-based trades, construction, or home services company.
  • SQL experience.

Veta Virtual provides remote front desk and talent support for professionals, handling intake, scheduling, payments, and customer care as an extension of the client's team. Engagement Specialists work remotely to manage client-facing tasks across industries, with deep expertise in legal and accounting to ensure professionalism and trust. They differentiate themselves by acting as a true team extension with people-first service and industry-specific accuracy, not generic outsourcing. The goal is to elevate the customer experience while reducing overhead and helping professionals grow their practice.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

2021

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Simplify Jobs

Simplify's Take

What believers are saying

  • Veta Virtual is still hiring remote receptionist and virtual assistant roles in 2026.
  • Its website advertises 24/7 support, a strong selling point for missed-call recovery.
  • Clutch lists 62 reviews, suggesting validated demand and repeatable service delivery.

What critics are saying

  • No visible funding, acquisitions, or press coverage signals weak market momentum.
  • Hiring-heavy delivery exposes margins if client demand softens or wage inflation rises in 2026.
  • Competing against Ruby, Smith.ai, and AI voice agents threatens commoditization within 12 months.

What makes Veta Virtual unique

  • Toronto-based Veta Virtual sells human-powered remote receptionists, not software.
  • It serves legal and accounting clients with specialized intake, scheduling, and payment workflows.
  • Its 24/7 coverage and flexible shifts support revenue capture outside business hours.

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Benefits

Paid Vacation

Growth & Insights

Headcount

6 month growth

-3%

1 year growth

3%

2 year growth

0%