Executive Assistant · Executive Operations

Helping Leaders
Move Faster

Executive Support  ·  Operations  ·  Reporting  ·  Automation

I support executives through calendar and travel coordination, meeting logistics, and cross-functional project management — and back it up with the reporting, documentation, and automation systems that keep a 200+ person organization running smoothly.

Over 10 years, I've coordinated 30+ business trips annually, aligned 7 departments, and built the reporting frameworks leadership relies on every week.

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New York, NY 551-314-4860 aimeecg92@gmail.com
Aimee Gomez
10+
Years in Operations
200+
Employees Supported
40+
Projects Managed
50+
Field Technicians
5
Live Automations
7
Departments Supported
3
Weekly Leadership Meetings
1×
Weekly KPI Cadence
Jump to: Executive Support Reporting Automation Tools About
Core Expertise

Four disciplines. One operational lens.

Executive Support

  • Executive Travel & Trip Coordination (30+/yr)
  • Meeting Logistics & Vendor Negotiation
  • Cross-Departmental Communication (7 Depts)
  • Confidential Documentation & Compliance
  • Priority & Deadline Management

Reporting & Analytics

  • KPI Dashboards
  • Executive Reporting
  • Data Visualization
  • Performance Metrics
  • Budget Reporting

Automation & Systems

  • Salesforce
  • Monday.com
  • Make.com
  • AI Workflow Design
  • Microsoft 365

Process Improvement

  • SOP Development
  • Workflow Optimization
  • Documentation
  • Operational Excellence
  • Continuous Improvement
Executive Support & Coordination

The logistics behind the leadership team

Day-to-day executive support work — travel, meeting logistics, and vendor coordination — running in parallel with the reporting and automation systems below.

00a

Executive Travel & Meeting Logistics

30+ Trips · Annually

Coordinate 30+ business trips a year for executives and field technicians — flights, hotels, rental vehicles, and ground transportation — negotiating directly with airlines, hotels, and Expedia to resolve conflicts and adjust itineraries on short notice. Also manage executive meeting logistics and UL compliance audits, aligning schedules, documentation, and vendors across multiple stakeholders.

  • Single point of contact for last-minute travel changes, resolving issues directly with airline and hotel partners
  • Own end-to-end logistics for UL compliance audits — scheduling, documentation, and vendor coordination
  • Central communication hub across 7 departments, keeping leadership priorities aligned with day-to-day execution
Trips Coordinated
30+ Annually
Departments Aligned
7
Vendors Managed
Airlines, Hotels, Expedia, Hertz
00b

Cross-Functional Meeting & Communication Hub

3× Weekly · Ongoing

Challenge: Leadership needed alignment across Operations, Sales, Finance, Customer Success, Dispatch, Fire Administration, and Field Services — with no single point of coordination between them.

Solution: Became the central point of communication across all 7 departments, leading 3 recurring cross-functional meetings every week — preparing agendas, documenting action items, and driving accountability until items closed.

Impact: Leadership priorities stayed aligned with day-to-day execution, and cross-departmental issues got resolved before they escalated.

00c

Executive Reporting & Decision Support

Weekly · Leadership-Facing

Challenge: Leadership lacked consistent visibility into labor utilization, budget adherence, and project performance across 40+ concurrent projects.

Solution: Designed and delivered KPI dashboards and operational reports reviewed by executive leadership every week, tracking labor and budget discrepancies before they became profitability risks.

Impact: Gave leadership a single source of truth for faster, better-informed decisions — replacing scattered updates with one weekly view.

Reporting & Data Visualization

Weekly reporting leadership relies on

Three connected reports produced every week for WIP meetings — replacing informal verbal updates with structured, scannable visuals.

01

Weekly WIP Installation Dashboard

Live · Weekly

Challenge: Leadership had no fast, scannable view of labor efficiency, estimate accuracy, or aged accounts heading into the Monday WIP meeting — just informal verbal updates.

Solution: Designed and produced a Metro and National weekly installation summary, built to be scanned in under 30 seconds, with variance and exceptions surfacing first.

Impact: Replaced informal updates with a standardized report leadership could act on immediately — in production for 7 consecutive weeks.

Metro Summary — Sample Week
14
Jobs Closed · ↑2 vs prior wk
26.5d
Actual Labor · Est. 24.0d
+10.4%
Labor Variance · Unfavorable
47d
Avg. Time to Activate RMR
Eliminated manual reporting
Standardized executive reporting
Improved leadership visibility
7 consecutive weeks in production
Format
HTML / SVG visual widget
Cadence
Weekly, every Friday
Distribution
Microsoft Loop + Teams
Coverage
Metro + National
02

Open Invoice & Aged Accounts Tracker

Financial Oversight

Challenge: Aging invoices across Sales, AX, and AM teams had no consistent tracking — accounts could slip past 90 days before anyone noticed.

Solution: Built a rep-segmented, team-organized open-invoice report that auto-flags anything past 90 days and pushes it to team leads via Teams @mentions.

Impact: Replaced ad hoc verbal updates with automatic red-flagging, catching at-risk accounts before they became collection issues.

12
Open Invoices
9
Accounts Affected
$22,000
Grand Total Outstanding
SalespersonAccountInvoice DateDays OpenAmount
Rep A — SalesClient Account 103/2487$2,950
Rep C — AXClient Account 903/28104$1,840
Rep E — AMClient Account 604/1480$3,630
03

Aged Open Jobs Report

Financial Oversight

Challenge: Jobs stalling past 120 days had no consistent escalation path, putting recurring revenue at risk of falling through the cracks.

Solution: Built a team-segmented report surfacing open jobs aging past 120 days, giving leadership a single source of truth for weekly escalation conversations.

Impact: At-risk accounts get flagged and escalated before revenue is lost, instead of surfacing only when a customer complains.

19
Total Accounts Tracked
340d
Oldest Open Account
$5,000
Recurring Revenue at Risk
Process Automation

Systems that remove manual handoffs

Live automations connecting Monday.com, Make.com, Teams, and Salesforce to close operational gaps without adding headcount.

04

Make.com Workflow Automations

Live in Production

Challenge: Two recurring manual handoff steps in the installation workflow were slowing down field techs and sales reps alike.

Solution: Built two live Make.com scenarios connected to the Metro Operation Primary board in Monday.com to close both gaps automatically.

Scenario A — Auto-generate field report links

Trigger: technician assigned → pulls account details → builds a pre-filled WorkForms URL → writes the link to the Submit Field Report column. Solves the access gap for field technicians without Monday.com licenses, with zero manual entry.

Scenario B — Sales rep job completion alert

Trigger: job status → Complete → resolves the rep's email → sends a direct Teams DM with account, work order, address, and estimated vs. actual hours. A filter prevents spurious fires if status is reverted.

Field techs receive pre-filled links on assignment
Reps get instant Teams DM at job completion
Standardized WorkForms URL enforces format
Platform
Make.com, webhook + multi-step
Board
Metro Operation Primary
Status
Live in production
05

Post-Installation Follow-Up Process

Company-Wide Rollout

Challenge: Post-installation customer accountability had no formal system — follow-up tracking was manual and inconsistent after job close.

Solution: Designed a Salesforce automation triggered at job close, managing customer accountability across Customer Success (Days 7–60) and Account Management (Day 90+). Authored the end-to-end proposal and championed it to leadership with a formal comparison report.

Impact: Original proposal was selected over a competing design and approved for company-wide rollout, live since Labor Day 2026.

Follow-up cadence
Day 0
Case CreatedJob → Substantially Completed/Billed. One Case per Work Order per account.
Day 7
Initial Check-in — Customer SuccessConfirm system operational, address first-week concerns.
Day 30
30-Day Review — Customer SuccessConfirm ongoing satisfaction, address open items from Day 7.
Day 60
Final Check — Customer SuccessLast CS-owned touchpoint. Account flagged if unresolved.
Day 90
Escalation to Account ManagementAutomatic transfer; amendments become AM's responsibility.
Proposal comparison — key differences

Original Proposal (Selected)

  • New Case per Work Order
  • 3 discrete Tasks per Case
  • Formal escalation statuses
  • Full audit trail per job

Alternative Proposal

  • Attaches to existing case
  • Single shifting-priority Task
  • No formal escalation statuses
  • Reporting gaps
Eliminated manual follow-up tracking
Proposal selected over competing design
Company-wide go-live Labor Day 2026
Logistics, Tooling & Documentation

Built to be used, not filed away

06

UL Inspection Route Planning & Schedule

Weekly · Print-Ready

Challenge: Supervisors needed a reliable weekly view of UL inspection routes, truck requirements, and appointment windows before the week started.

Solution: Built multi-stop UL inspection route planning with a reusable PDF generator producing a branded weekly schedule shared via Teams.

Impact: Supervisors confirm truck requirements and availability in one glance instead of piecing it together manually each week.

  • Client appointment windows pulled from ticket comments and respected in stop sequencing
  • Driving time estimated between stops; walking routes sequenced geographically with lunch break around hard windows
  • Truck requirement flagged per day; covers NY metro, NJ, CT, Long Island, Brooklyn, Queens
Output
Branded, print-ready PDF
Generation
Python + Playwright HTML-to-PDF
Distribution
Microsoft Teams, weekly
07

Installation Packet Generator

Live · Used Weekly

Challenge: Installation packet paperwork was manual and one-job-at-a-time — slow, repetitive, and error-prone across four document types per job.

Solution: Built a tool that extracts six fields from ticket screenshots and fills a four-page installation packet (Customer Satisfaction Card, Installation Checklist, two Wiring Information sheets), merging up to 20 jobs into one print-ready .docx.

Impact: Turned a one-job-at-a-time process into a 20-job batch run, used weekly by the team.

  • Vision-based extraction pulls customer number, site name, and address fields directly from ticket screenshots
  • Batch workflow processes up to 20 jobs per run into a single merged .docx, in upload order
  • Also generates individual "solo" packets on demand for single jobs
Output
Print-ready .docx
Batch Size
1–20 jobs per run
Fields Extracted
6 per ticket, via vision
08

Installation Operations Process Document

Adopted Division Reference

Challenge: The nine-step installation workflow lived in people's heads and scattered emails, with no single reference for how a job should move from Sales handoff to close-out.

Solution: Built a one-page, print-ready process reference mapping the full nine-step installation workflow, from Sales handoff through billing and close-out.

Impact: Adopted as the Metro Division's standard workflow reference, used to onboard new staff and settle process questions.

StepStage
01Sales handoff → Monday.com auto-populated from Salesforce
02Job review & scope confirmation with PM
03–04Scheduling, technician assignment, permit coordination
05–06Installation execution & field documentation
07UL inspection scheduled & completed
08–09Billing, close-out email, job marked complete
Format
One-page, print-ready reference
Coverage
9-step, end-to-end workflow
Status
Adopted division reference
Technology Stack

Tools I work with every day

Microsoft 365 Google Workspace Salesforce Monday.com Make.com Netlify HTML Microsoft Teams Microsoft Loop ChatGPT Claude AI Automation
About

Hi, I'm Aimee.

I'm an executive assistant and operations professional who specializes in keeping leaders organized, informed, and moving forward — coordinating travel, meetings, and priorities across departments so nothing falls through the cracks.

I partner with leadership to manage competing priorities: from coordinating 30+ business trips a year and running weekly cross-departmental meetings, to building the KPI dashboards and reporting systems executives rely on to make faster decisions.

I'm known for combining meticulous attention to detail with proactive problem-solving — anticipating what leadership needs before it becomes urgent, and building the systems and documentation that keep everyone aligned.

Outside of day-to-day support, I'm constantly exploring automation tools and AI workflows that make operations run more smoothly, without adding headcount.

Target Roles
Executive Operations Chief of Staff Strategy & Operations Operations Manager Executive Business Partner Senior Executive Assistant
Education
B.S. in Communications
Miami Dade College
Location
New York, NY
Open to remote & hybrid
Leadership Review

What leadership says

"

"Aimee's dashboard cut our WIP meeting prep from 4 hours to 15 minutes. She runs the meeting effortlessly, presents accurate information, and holds every department accountable every week."

Own It and Follow Through: Aimee takes full ownership of her responsibilities, including tracking labor across all installations. Her ability to maintain accurate, up-to-date records ensures that projects stay on course. She sees every task through to completion with precision and accountability.

Go the Extra Mile: Aimee frequently exceeds expectations by taking on multiple projects beyond her assigned workload. She not only spearheads these projects but also ensures their success, demonstrating her commitment to the ongoing success of DGA's operations.

LW
Larry Weintraub
Director of Operations, DGA Security Systems
Open to new opportunities

Let's Build Better Operations.

If you're looking for someone who can improve visibility, streamline operations, and create systems that scale, I'd love to connect.

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