Alexander Eskra, Finance Expert in Milwaukee, WI, United States
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Alexander Eskra

Verified Expert  in Finance

Finance Expert

Location
Milwaukee, WI, United States
Toptal Member Since
September 14, 2020

Alexander is a licensed CPA with a decade of experience in financial services, including sales, mutual fund accounting and administration, regulatory compliance, and investment banking. His expertise includes financial analysis, valuation, and creating effective presentations. With a technical and creative skill set and a Booth MBA, Alexander helps businesses plan for growth and solve difficult problems through deep analysis and a thorough understanding of their challenges and opportunities.

Financial ModelingFinancial Planning & Analysis (FP&A)ValuationComparable Company AnalysisMergers & Acquisitions (M&A)Credit Analysis

Education Highlights

MBA
University of Chicago, Booth School of Business

Certification Highlights

Certified Public Accountant
Wisconsin Accounting Examining Board

Case Studies

Work Experience

Investment Banking Associate

2019 - PRESENT
CIBC Cleary Gull
  • Executed sell- and buy-side mergers and acquisitions for middle-market firms in the healthcare, manufacturing, business services, and software sectors.
  • Valued firms using discounted cash flow, leveraged buyout, and public company and comparable transaction analysis; analyzed client data and executed forecasts to demonstrate value propositions to potential buyers.
  • Drafted client presentations including confidential information memorandums, teasers, and management presentations.
  • Led business development activities such as creating marketing materials pitches to prospective clients.
  • Managed teams of attorneys, accountants, and lenders in the completion of interim milestones required to complete transactions.
Focus areas: Mergers & Acquisitions (M&A)

Assistant Director

2015 - 2019
Northwestern Mutual
  • Assessed Northwestern's mutual funds, pension fund, and general account for investment risks in private equity, real estate, and public security portfolios, representing over $230 billion in assets.
  • Evaluated geopolitical, legislative, and reputational risk while serving as the foreign sanctions officer and made recommendations on investment decisions to the chief investment officer and chief risk officer.
  • Advised executive leadership and the board about regulatory risks and guided enterprise-level decisions, including a UK entity dissolution.
  • Authored and implemented new policies and procedures governing private securities investments within the EU.
  • Analyzed sub-adviser strategies and risks; guided selection, onboarding, and ongoing review for 17 external managers, representing over $27 billion in assets.
Focus areas: Regulatory Compliance

Senior Specialist

2011 - 2015
Northwestern Mutual
  • Orchestrated Northwestern's most complex sub-adviser transition, integrating four fixed income sub-advisers in one day, completing the yearlong reorganization of the investment department, and reducing regulatory risk.
  • Led a project to comply with the Dodd-Frank Act, incorporating centrally cleared swaps within the accounting system and ensuring the accuracy of thousands of transactions per year.
  • Enhanced the monthly expense payment process for mutual funds, including automation of management and sub-advisory fee calculations, which remedied past calculation errors amounting to over $300,000.
  • Devised a process to automatically validate pricing and portfolio valuations, conserving over 150 person-hours per year.
Focus areas: Accounting, Mutual Funds
2016 - 2019

MBA in Finance, Analytic Finance, Economics, and Strategic Management

University of Chicago, Booth School of Business - Chicago, IL, USA

2007 - 2011

Bachelor of Arts Degree in Accounting

Cardinal Stritch University - Milwaukee, WI, USA

SEPTEMBER 2012 - DECEMBER 2021

Certified Public Accountant

Wisconsin Accounting Examining Board

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