Nicole Bock Email & Phone Number

New York, Ny, Us

• LFO for global Fraud and New Accounts divisions of AMEX’s customer servicing organization, providing decision support and financial analysis to senior leadership• Manage ~$100M Fraud and New Accounts P&L and ensure 100% utilization of budget• Collaborate with Capacity Planning team to accurately forecast total headcount of 2K+, covering 20+ customer markets• Build and present monthly decks and reports to leadership outlining results, R&Os, and adjustments to forecast• Evaluate monthly forecast accuracy and optimize through centralized R&O process• Partner with Business Forecasting team to track business drivers and link performance to P&L• Built model to quantify capacity and OpEx impacts of monthly adjustments to key metric assumptions• Developed forecasting model for Fraud and New Accounts Annual Plan of ~$100M• Initiated, developed, and led reengineering process for Business Ops to track config and automation initiatives of $3M+• Built COVID specific CapPlan and OpEx model for New Accounts to assess headcount as marketing paused• Calculated unit cost per app for monthly charge-out invoice, distributing OpEx costs to credit card issuers• Created 50+ page user manual detailing end-to-end relationship between LFO team and Fraud and New Accounts businesses- including operations, business drivers and KPIs, capacity plans, and forecasting

New York, Ny, Us

• Support the development of the investment plan and forecast for the Consumer Marketing Services (CMS) team• Conduct ongoing strategic analysis and monitoring across all funding budgets for CMS• Work closely with marketers within CMS to develop monthly Risk & Opportunity analyses and manage requests for additional funding or givebacks• Create and monitor processes for updating budget tracking reports and manage related communications across the organization• Develop methods and support ongoing efforts to streamline internal processes

New York, New York, Us

• Assisted in origination and syndication of loans for investment grade clients• Created over 50 pitchbooks for meetings with clients analyzing deal terms, syndicate structure, comparable transactions for revolving credit facilities, term loans and acquisition financing• Communicated with clients to structure deals by finalizing facility terms, preparing offering materials, and drafting legal documentation• Liaised with legal counsel, Risk, and the Corporate Bank to draft approval materials, ensure that deal terms comply with risk parameters and obtain approvals from senior executives• Interacted with prospective lenders to relay deal information throughout their due diligence and obtain feedback• Correspond with Global Operations to track deal funds and ensure proper disbursement of fees to lenders• Worked on over 50 live deals between $200mm and $9bn in industries including TMT, Consumer, Industrials, Power, Energy, Financials, and Healthcare• Analyzed key components of investment grade loan market such as issuance and facility type, tenor, and pricing• Aggregated deal terms and information to create and distribute a pipeline report

New York, New York, Us

• Defined counterparty risks and mitigants through financial analysis and evaluation of fund management• On-boarded a new client relationship and led due-diligence calls• Conducted data, compensation, and stress test analyses in order to manage exposure of various types of funds• Wrote and compiled initial and annual credit reviews for Private Equity, Non-profit, Investment Advisor as Agent, and Asset Managers• Analyzed portions of The Investment Act of 1940 and conducted research regarding increases in loan facilities

Miami Beach, Florida, Us

• Prepared customer sales presentations and marketing materials relating to latest product lines• Analyzed competitive marketplace activity, including preparing spreadsheets and charts comparing competitive product lines to the company’s product • Tasked with improving quality control of company’s inventory records, which includes analysis of customer sales and orders and customer inventory management

• Conducted research relating to a historic perspective on world renowned photographer, Roy DeCarava

Miami Beach, Florida, Us

New York, New York, Us

• Conducted research in the Laboratory of Dr. Igor Matushansky MD PhD, Assistant Professor of Medicine, Department of Medicine, Division of Medical Oncology, Herbert Irving Comprehensive Cancer Center• Performed laboratory experiments using gel electrophoresis, RNA splicing, genetic engineering