Sadaria Morgan, Cpa
About Sadaria Morgan, Cpa
Sadaria Morgan is a Vice President and Project Manager in the CFO and COO Office at HSBC, where she has worked since 2015. She holds a B.S. in Accounting from Illinois Wesleyan University and an MBA from the University of Illinois Urbana-Champaign, and she has led significant financial transformations and initiatives within the organization.
Work at HSBC
Sadaria Morgan has held the position of Vice President at HSBC since 2015, contributing to the organization for nine years in Arlington Heights, Illinois. In her role as Project Manager in the CFO and COO Office, she has been instrumental in overseeing significant financial initiatives. Notably, she managed the HBUS tender offer of up to $1.75 billion of Tier 2 subordinated debt, which mitigated a substantial haircut of approximately 40%. Additionally, she has played a key role in the transformation of the legacy Accounts Payable system to a cloud-based solution, impacting various departments such as Procurement, Finance, IT, Payroll, and Billing.
Education and Expertise
Sadaria Morgan has a strong educational background in accounting and business administration. She earned her Bachelor of Science degree in Accounting from Illinois Wesleyan University, where she studied from 2021 to 2023. She further advanced her education by obtaining a Master of Business Administration (MBA) from the Gies College of Business at the University of Illinois Urbana-Champaign, also from 2021 to 2023. Additionally, she studied Business Administration, Management, and Operations at Lake Forest Graduate School of Management from 2003 to 2004.
Achievements
Throughout her career, Sadaria Morgan has achieved significant milestones in financial management and organizational development. She mitigated a cumulative tax liability of $400-500 million from 2018 through 2021. Furthermore, she successfully managed the conversion of TLAC eligible debt by amending, issuing, and reissuing $10.85 billion in debt to comply with regulatory requirements. Sadaria also created Voice of the Colleague finance groups, which led to a notable increase in survey results in key areas through effective action planning and trust building.
Training and Development Initiatives
Sadaria Morgan has been actively involved in training and development within HSBC. She facilitated Learning Days that reached over 70% of finance staff, focusing on enhancing global business acumen, soft skills, innovation, and analytics. Additionally, she trained over 3,000 users on the Oracle Fusion system, where she developed a comprehensive communication strategy for all US staff to ensure effective implementation and user engagement.