Jason Morgado

Experience

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  Zehrs Markets

  Oct 1998 - Jun 2005

  Dairy, Commercial Bakery and Frozen Foods Merchandiser

  • Merchandised the department to enhance shopping experience for the customer.• Listened to and acted upon suggestions and comments provided from the department head ensuring that the department was operated to company standard.

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  Loblaw Companies Limited

  Jun 2003 - May 2007

  Assistant Category Manager

  Assistant Category ManagerLoblaw Companies Ltd.2003 – 2007Handled administrative functions to support category, including planning, data entry, and data management. Ensured compliance with company subsidiaries and coordinated promotional activities (in-store and flyers).Accomplishments• Provided proposals on items to be advertised to maximize advertising space and financial targets.• Utilized internal sales information to accurately allocate product for distribution to retail locations for key advertised items.• Developed a private label first aid point-of-purchase display to capitalize on increased seasonal demand and add incremental gross profit dollars to the category.• Successfully managed database information, ensuring correct listing of items, the reduction of errors and their use in the 72-hour launch initiative.• Established a product naming convention which reduced errors and increased label set-up at store level and ensured easier report generation.• Leveraged vendor relationships to gain knowledge of products in the category portfolio to better understand their use and their standing in the market.• Employed Spaceman to build format-based planograms for implementation by banners and independent retail locations.• Reviewed category portfolio and ensured that top selling items were well represented within the planogram ensuring the correct facings and eye-level presence.• Provided retail outlets with a document outlining key planogram changes and expected results post-planogram implementation.• Set-up the planogram at a test retail location to ensure that the planogram would work with live product to ensure that no changes were necessary. Show less

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  Interpid Travel Company

  May 2007 - Nov 2008

  Tour Leader - Delivered 90%+ of All Trips Under Budget

  Engaged to leverage extensive travel and backpacking experience (during Loblaw restructuring period) to support local operators in delivering exceptional experiences to guests. Translated guest feedback and emerging preferences into itinerary improvements. Managed budgets and vendors; oversaw guest experience/satisfaction.KEY RESULTS:• Delivered 90%+ of all trips under budget; secured favourable pricing arrangements with vendors to maintain experience levels, while curtailing costs. • Consistently exceeded guest expectations and achieved an average 85% trip rating. • Identified cultural enrichment opportunities during trips to add value to the guest experience; included unplanned participation in local events. Show less

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  GoodLife Fitness

  Dec 2008 - now

  Fitness Instructor

  - Inspire people to challenge their limits and reach their goals.

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  Loblaw Companies Limited

  Jan 2009 - Jan 2011

  Appointed to SAP project and liaised with consultants and other business stakeholders. Guided finance requirements for the business (vendor income) and provided master data analytics to ensure compliance/accuracy with legacy systems.KEY RESULTS:• Handpicked to contribute on a critical, enterprise-wide SAP implementation; included migration and consolidation of multiple internal systems and data. Served as data Subject Matter Expert (SME).• Led a 4-person team to bring stability and accuracy to key master data functions. Show less Primarily handled 2 major categories: Eye Care and Family Planning and negotiated with high-profile brand manufacturers, including Jamieson, Bausch and Lomb, and Trojan. Negotiated with vendors to optimize product assortment and national costs. Frequently reviewed advertising to minimize store-level errors and drive data integrity and profitability.KEY RESULTS:• Held sole accountability for two, $13M categories and operated both within budget; co-managed additional larger categories.• Generated 20% growth on key drivers; established first-of-its-kind, funded in-store programs that leveraged manufacturer discounts (not previously included flyers or in-store promotions) – maximized growth with minimal investment/risk. • Exceeded market and competitor growth benchmarks; successfully expanded market share for pharmacy-based categories. Show less

  • SAP Data Lead and Analyst – Project Subject Matter Expert

    Jan 2010 - Jan 2011

  • Merchant Manager – Oversaw 2, $13M Categories; Delivered 20% Growth

    Jan 2009 - Jan 2010
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  Hudson's Bay Company

  Nov 2011 - Mar 2012

  Planning Manager - Women's Apparel

  - Developed a quality financial plan through the understanding of sales history, trending and financial goals that provided funding for marketing and exit strategies.- Excercised sound judgement in category management by generating action plans to ensure that key programs are accurately covered.- Effectively identified risks and opportunities through the conducting of post mortems to improve profitability.- Displayed business ownership by being proactive and being passionate and accountable for all gross profit and sales impacts business impacts.- Drove a 99% and 101% gross profit return on Boxed Bras and Shapewear respectively for 2011. Show less

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  Canada Dry Mott’s Inc.

  Mar 2012 - Jul 2018

  Key Account Manager / Sales Analyst - Loblaw Companies Ltd.

  Leverage Loblaw knowledge and systems/administrative experience to support day-to-day account management operations. Rapidly promoted from Assistant Account Manager to National Account Manager. Conduct post-mortems on sales and flyers and generate data insights and analysis. Guide a field sales team of 23 staff on Loblaw priorities; report results to senior management. KEY RESULTS:• Co-Manage Loblaw account – equaling 35% of business; control a $10.5M expense budget and deliver sales revenue of $40M+.• Identify lucrative promotions to drive topline growth and spark sustainable volume.• Reversed history of budget overspending; assessed weak points and delivered data insights to correct budget mismanagement.• Surpassed company targets for deductions and promotions; streamlined processes to deliver a 25% boost in efficiency and eliminate follow-ups – established Loblaw (largest account in Canada) as the easiest account to run for deductions office.• Presented quarterly and yearly results to category leaders and influencers; contributed to future growth planning and recommended display and flyer negotiation opportunities. Show less

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  Old Dutch Foods

  Sept 2018 - Dec 2019

  * Managed Metro National, Loblaw National and Shoppers Drug Mart portfolio - totaling $50M and a budget of $12M* Implemented a rotational strategy that increased flyer adherence for Market and Fortinos banners* Identified LTO opportunities at nofrills driving high purchase rates and display activity* Tailored national shopper market programs for customer compliance * Initiated master data corrections strengthening reporting and other downstream improvements

  • Business Unit Manager - Loblaw Companies Ltd.; metro National, Shopper's Drug Mart

    Apr 2019 - Dec 2019

  • Key Account Manager - Loblaw Companies Ltd.

    Sept 2018 - Apr 2019
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  Ice River Springs Water Co. Inc

  Apr 2020 - Sept 2021

  National Account Manager

  - Responsible for implementing strategies for both branded and private label water and single-use plastic solutions portfolios with Canadian and American customers. - Negotiated competitive contracts with long-term sales growth targets- Managed and grew an 8.5M case portfolio through effective use of seasonal and customer data - Demonstrated a keen ability to partner with customers on account-specific plans to maximize internal revenue targets and expectations.- Educated partners on green initiatives and leveraged agency and government data to ensure compliance Show less

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  PMA Canada

  Jan 2022 - now

  Key Account Manager - White & Brown Spirits (ex. Whisky)

  Managing a powerhouse portfolio of brands including Jägermeister, Hendrick's, Wyborowa, Flor de Cana, Finlandia and El Jimador for the LCBO (one of the world's largest spirits buyer).