Andy Metzger
About Andy Metzger
Andy Metzger is the Fund Accounting Director at SEI and serves as Treasurer, Controller, and Chief Financial Officer at Advisors' Inner Circle Funds.
Fund Accounting Director Responsibilities
Andy Metzger currently holds the position of Fund Accounting Director at SEI. In this role, he is integral to the management and oversight of fund accounting activities. His responsibilities likely include managing financial reporting, handling fund consolidation/mergers, and conducting fair value assessments for registered investment companies. Andy’s role also involves overseeing various projects related to service provider conversions and other key aspects of fund accounting for registered investment companies.
Treasurer, Controller, and Chief Financial Officer at Advisors' Inner Circle Funds
In addition to his role at SEI, Andy Metzger serves as the Treasurer, Controller, and Chief Financial Officer at Advisors' Inner Circle Funds. These positions involve managing and directing financial operations, ensuring accuracy in financial reporting, and overseeing financial strategies. His experience in handling complex financial structures and investment strategies plays a crucial role in his duties at Advisors' Inner Circle Funds.
Previous Experience at Embark and PwC
Andy Metzger's career includes a stint as Senior Director at Embark in Houston, Texas, from 2019 to 2020. Prior to this, he served for five years as a Senior Manager at PwC, also located in Houston. His early career included a decade-long period at PriceWaterhouseCoopers from 2002 to 2012, where he worked as a Manager. Throughout these roles, Andy has gained extensive experience managing asset management engagements and assisting clients with financial reporting issues.
Educational Background in Accounting
Andy Metzger earned his degree in Accounting from La Salle University, where he studied from 1998 to 2002. This formal education laid the foundation for his extensive career in accounting and financial management. The skills and knowledge acquired during his academic journey have been pivotal in his numerous roles in fund accounting and financial oversight.
Expertise in Financial Reporting and Investment Strategies
Andy Metzger has a rich background in managing financial reporting issues related to complex capital structures and various investment strategies, including the significant use of derivatives. His expertise extends to handling fund consolidation and mergers, offering fair value assessments, and managing large-scale asset management engagements. His contributions have been essential in navigating the financial operations of both large and boutique financial institutions in Houston and Philadelphia.