Marco Liardo

Marco Liardo


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


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



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