Taylor Leaphart Email & Phone Number

Lexington, Sc, Us

Columbia, South Carolina, United States

• Lead analysis for bank Business Plan, forecasts, and stress testing• Collaborate with bank managers and credit department for volume and interest rate projections• Present reports to ALCO and Bank executives• Maintain Business Plan files and processes• Analyze and present interest rate metrics and forecast• Apply interest rate stress scenarios to forecasts• Back-test forecasted Net Interest Income to actual• Monitor and update forecast spreads and Bank capital ratios• Monitor markets, implied forward curves, and economic data for interest rate forecasting• Collaborate on stress testing with stakeholders, including Credit Department, Farm Credit System work group, and Funding Corp• Report and present stress test scenarios to Bank management and system workgroup• Conduct scenario analysis for Bank capital planning• Model and analyze new bank products

• Analyze financial statements and business operations of potential clients and acquisitions• Develop and execute financial models to assess the value of potential mergers and acquisitions• Prepare financial presentations and recommendations of value for the executive advisory team• Assist in the preparation of offering memorandums, term sheets, and forecasts for M&A deals• Conduct due diligence and prepare in-depth research supporting the quality of earnings• Work with management teams to develop strategies to increase client profitability• Monitor industry transactions and market conditions to identify potential acquisition opportunities• Track and report post-merger integration performance• Build and analyze proformas to identify potential investment opportunities• Develop and maintain relationships with external owners, operators, and stakeholders

Spartanburg, South Carolina

• Create financial models for analyzing operating results and make investment decisions.• Maintain and organize data, including historical and forecast financials, comparative operating statistics, pro forma and development cost information, comparable hotel sales transactions, and loan terms and balances.• Prepare presentations and distributing regular monthly, weekly, and daily reporting packages.• Assist with other core initiatives, including the budgeting process and the closing process for loan and sales transactions.

Spartanburg, Sc

• Assisted in brewing and equipment operations involved in the production process • Managed packaging and distribution of product to regional vendors• Conducted operational analytics of production and market sales of individual products

Columbia, South Carolina, United States

• Performed financial analysis through financial statements, billing, and payroll accounts• Involved in the planning and review of individual locations financials, marketing, and operation• Created presentations of potential sites for development and growth

Columbia, South Carolina

• Created orders for clients and tracked the execution of services and invoices • Contacted clients and vendors to assure services and standards were being met• Assisted in creative production such as website development and print ads

Finance And Intercultural Studies

Master Of Business Administration - Mba