Open to opportunities

Daniel Metzger

@danielmetzger1

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Controller and senior accountant with 15+ years driving GAAP/IFRS reporting, budgeting, controls, and audit readiness.

United States

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What I'm looking for

I’m looking for a role where I can lead accounting and budgeting, strengthen internal controls, and ensure audit-ready compliance—partnering across departments to deliver accurate reporting, cost control, and operational improvements.

I’m a Controller with 15+ years of progressive experience in accounting, HR, and operations. I currently oversee full accounting cycles, budgeting, and invoicing, and I’m known for improving operational efficiency while ensuring compliance across diverse industries.

At the Montessori School of Raleigh and Carolina Preparatory Academy, I manage monthly, quarterly, and annual financial statements and cash flow. I lead the budgeting process with department heads, oversee accounts payable and receivable, and restructure internal controls to protect accuracy and integrity of financial data.

Previously, as a Senior Accountant at National Jewelry & Pawn, I directed financial management systems, performed AP/AR, reconciliations, and month-end closing, and coordinated annual audits with external auditors. I also ensured proper recognition of revenue and expenses for departmental cost center activities while overseeing store-level financial completion.

Earlier roles strengthened my breadth across compliance and payroll/benefits operations, including annual account compliance reviews for 401(k) and 403(b) plans and annual plan testing in OMNI (including ADP/ACP, Top Heavy, 402(g), and 415). I’ve also processed payroll for 300+ employees and maintained effective employee benefits programs—bringing both precision and practical leadership to every close, audit, and reporting cycle.

Experience

Work history, roles, and key accomplishments

Current

Controller

Current

The Montessori School of Raleigh

Nov 2023 - Present (2 years 7 months)

Managed monthly, quarterly, and annual financial statements, cash flow, and reporting, and led the budgeting process with department heads to track performance against targets. Restructured internal controls and ensured accurate student database maintenance and student invoicing.

Financial Reporting Budgeting Cash Flow Management Accounts Payable Accounts Receivable Internal Controls Reconciliations Audit Coordination

Senior Accountant

National Jewelry & Pawn

Jun 2021 - Nov 2023 (2 years 5 months)

Owned monthly financial statements, forecasts, and budgets, including AP/AR processing, reconciliations, and month-end closing. Coordinated annual audits with external auditors and ensured proper revenue and expense recognition for store cost centers.

Financial Statements Forecasting budget development Accounts Payable Accounts Receivable Month End Close Reconciliations Revenue Recognition External Audit Coordination

Analyst – Employee Benefit Operations

BB&T

Aug 2019 - Mar 2021 (1 year 7 months)

Performed annual compliance reviews and plan testing for 401(k) and 403(b) daily plans supporting 10 to 1000+ participants, including OMNI testing for ADP/ACP, Top Heavy, 402(g), and 415. Reviewed payroll and deferral balances, prepared financial statements, and supported client auditors on plan assets and reporting accuracy.

Safe Harbor Non Safe Harbor Analysis OMNI Plan Testing Top Heavy Audit Support

Accounting/Payroll Specialist

Thales Management

Sep 2017 - Jul 2019 (1 year 10 months)

Maintained financial systems to support efficient school operations, including revamping ledger accounts for consistency and collaborating with leaders to develop annual budgets. Identified excess expenditures, ensured weekly spend stayed within approved budgets, and processed and reconciled payroll for 300+ employees.

Budgeting Financial Analysis Reconciliations Payroll Processing Payroll Reconciliation Cost Control Cross Campus Reporting

Business Manager

O’Neil Langan Architects

Jun 2014 - Sep 2017 (3 years 3 months)

Directed AP/AR, reconciliations, and month-end closing, and oversaw client billing by ensuring monthly invoicing and accurate tracking of sub-consultant expenditures. Reviewed semi-monthly payroll reports for salary and hourly positions and maintained employee benefits programs including health and 401(k) plans.

Accounts Payable Accounts Receivable Month End Close Reconciliations Client Billing Employee Benefits Administration Proposal Development

Senior Business Associate

Grand Concourse Academy Charter School

Jun 2009 - Jun 2014 (5 years)

Handled AP/AR and general ledger entries, ensuring accuracy of financial statements and reporting to the school’s Chief Financial Officer. Improved inventory tracking procedures, managed employee benefits, and supported Federal/State/City grant administration including Title I, II, and III.

Accounts Receivable Accounts Payable General Ledger Inventory Management Employee Benefits Administration Grant Administration Compliance Coordination