Marco Liardo

Marco Liardo

Summary

From an interim job reference by Zurich Financial Services:

  • Making successful use of my know-how even in very challenging tasks and trying to constantly exceed expectations
  • Showing outstanding initiative and taking ownership of my areas of responsibilities
  • Actively tackling problems and always finding convincing and appropriate solutions
  • Able to deal with pressure and handle all tasks even under difficult working conditions
  • Following through on opportunities for innovation and meeting deadlines even under extreme pressure
  • Exemplary in the conscientious completion of my tasks, even working extra hours
  • Dedication, stamina, flexibility and professionalism
  • Fully committed to the company and delivering top quality work contributing decisively to the team

Work History

Work History

Other activities

Cominformatic AG, Basel 2001-2002

  • scanning and data processing project on behalf of ubs ag

Spool AG, Bern-Zurich-Basel-Geneva 1998-2001

  • numerous marketing promotions (e.g. nzz, swisscom, basler zeitung)

Institute Dr Viollier, Allschwil BL 2000-2001

  • Data processing

 Rondo AG, Allschwil BL 1999-2000

  • Data processing, office allrounder

 Von Wunschheim & Co, Basel 1998

  • IT-support projects on behalf of companies such as novartis, roche and other

Certified Senior Consultant

OVB AG

Initially Fidicon AG then part of the Swiss network of the German OVB AG Group

  • Independent financial advisor for private households in respect of
    • general insurance (incl health care) and life insurance products
    • investment funds and
    • savings potentials and other possibilities of finance optimizitation
Sep 2006 - Present

Project Manager Mergers & Acquisitions

Zurich Financial Services

M&A business partner for certain business units and business regions of the Zurich Group

Leading international group M&A transactions from origination to closing

  • leading and coaching M&A analysts of the team
  • valuation of potential targets and development of business cases together with senior management
  • development of detailed financial models and valuations
  • assist and consult local top management (acquirers) regarding decision making and rationale
  • lead of project team and communication with counterparty (seller and/or advising investment bank)
  • coordination and performance of on site or online due diligences
  • management and cooperation of external advisors, such as financial, legal and actuarial advisors 
  • strong interaction with group internal stakeholders such as tax, accounting, treasury, capital management and legal
  • represent transaction for internal approvals (risk committee, group finance committee, ceo and board approval)
  • close collaboration with group legal team on the contracts and tactics
  • active onsite contract negotiations with counterparty
  • signing and closing

Very close collaboration with Group Senior Management throughout the process

Successfully closed transactions:

  • Dec 2006: 100% Acquisition of ACC Seguros, Spain (Part of Project Team)
  • Sep 2007: 100% Acquisition of Wrightway Underwriting Ltd., Ireland (Project Leader)
  • Oct 2007: 100% Acquisition of Real Garant, Germany (Part of Project Team)
  • Jan 2008: 100% Acquisition of TEB Sigorta and excl. bancassurance agreement with TEB bank, Turkey (Part of Project Team)
  • March 2008: 50% Acquisition of general insurance operations and exclusive bancassurance agreement Caja Navarra, Spain (Project Leader)
  • April 2008: 50% Acquisition of general and life insurance companies and exclusive bancassurance agreement Caixa Sabadell, Spain (Project Leader)
  • July 2008: 50% Acquisition of general and life insurance companies and exclusive bancassurance agreement Banco Sabadell, Spain (Project Leader)

Other transactions terminated or abandoned prior to closing:

  • Working on or leading several other transactions throughout Europe terminated earlier in the process
Dec 2005 - Sep 2006

Head Financial Analysis

Zurich Financial Services

Heading a team of 9 full time employees by demonstrating leadership, managing by example, developing, coaching and reviewing team members

  • responsible for the analysis of consolidated financial data submitted by over 400 reporting units worldwide
  • detailed internal management analysis with explanation of variances and fluctuations to senior management
  • external reporting in form of operating financial review and variance analysis
Apr 2005 - Dec 2005

Deputy Head Financial Statements

Zurich Financial Services

Deputy of Financial Statements Manager

  • responsibility and contact person for external audit over several designated areas such as income statement, balance sheet, cash flows, group reserves development, derivatives and segmental financial data
  • meeting tight deadlines for internal and external deliverables

Mentionable financial projects

  • analysis and restructuring of externally reported Group Cash Flow Statement
  • lead over Group wide project to improve loss reserves data reporting and analysis

Other tasks

  • transaction support on merger and acquisitions projects in Europe
  • business trips as support for special financial reporting issues
  • develop, coach and review team members
Aug 2002 - Apr 2005

Controller Financial Statements

Zurich Financial Services

Preparation of Group financial statements for quarterly results reporting as member of Group Controller Department

  • contributing to timely preparation of highly quality consolidated financial statements with assigned footnotes, financial statements areas and process management
  • providing meaningful internal analyses for assignes areas supporting externally published information
  • maintaining and improving technical competence in accounting and IFRS standards

Mentionable financial projects

  • implementation of new and revised IFRS restatements such as SOP 03-01, IFRS 4, IAS 32/39 and other

Education

Education

Language Skills

German:  Mother tongue

Italian:  Mother tongueEnglish:  Company language - fluent in spoken and writtenFrench:   Good knowledge in spoken and written

Spanish:   Good understanding and sufficient spoken

1994 - 1998

University-Entrance Diploma

Mathematic Scientific Institute