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

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

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