Sheila Morgan

Directed financial operations, supervising accounting and payroll staff. Prepared and presented two annual budgets to the Board, improving accuracy and transparency. Implemented internal controls that reduced reporting errors and strengthened compliance.

Finance Manager - Kamloops-Cariboo Regional Immigrants Society

(2023-06 - 2024-09)

• Directed financial operations, supervising accounting and payroll staff.
• Prepared and presented two annual budgets to the Board, improving accuracy and transparency.
• Implemented internal controls that reduced reporting errors and strengthened compliance.
• Produced timely monthly financial reports to support executive decision-making.
• Ensured adherence to government funder contracts, safeguarding program funding.
• Partnered with leadership on long-term financial planning and strategy.

Financial Accountant (Hybrid, Contract) - Active Care Youth & Adult Services Ltd.

(2021-09 - 2022-12)

• Led finance function during 1-year contract, managing accounting and payroll staff.
• Established and enforced accounting policies and internal controls.
• Conducted risk assessments and implemented strategies to minimize exposure.
• Oversaw forecasting and financial performance analysis, driving strategic decisions.
• Directed IT and finance systems, including leading a new software implementation.
• Ensured compliance with financial regulations and audit requirements.

Financial Controller - Century Glass Ltd. - Kamloops, BC

(2019-01 - 2021-12)

• Supervised accounting team, overseeing payroll, benefits, and reconciliations.
• Managed budgeting, forecasting, and year-end financial preparation.
• Produced financial statements and analysis for executive leadership.
• Spearheaded successful implementation of a new payroll system.
• Organized and formalized policies and procedures to improve efficiency between departments.

Accounting & Payroll Manager - Olympic Roofing Ltd.

(2010-01 - 2019-12)

• Oversaw payroll processing, including year-end, T4s, T5018s, and WorkSafeBC reporting.
• Introduced and managed cloud-based work order system, improving accuracy and efficiency.
• Designed internal control procedures for billing, vendor payments, and approvals.
• Developed progress billing spreadsheets to increase transparency and track costs vs. revenues.
• Managed bonding reports, benefits, and asset accounts.
• Produced management reports and ensured compliance with financial regulations.

Certificate - Accounting - UBC Sauder School of Business

BA - English - University of British Columbia