Summary
Overview
Work History
Education
Skills
Computer Proficiency
Timeline
Generic

Benjamin Herman

Summary

Strong, results-oriented, multi-disciplined project manager with a significant record of accomplishment, a demonstrated talent for training and mentoring, and encouraging personal growth and institutional success.

Overview

18
18
years of professional experience

Work History

Project Manager, PMO

WellTrust Medical Group
Charlotte, NC
01.2023 - 10.2023

Senior Project Manager for a national telemedicine provider charged with developing and managing a portfolio of all companywide strategic, compliance and operational projects.

  • Planned, designed, and scheduled for large projects:

-Shift from 100% telemedicine model to a hybrid model incorporating physical locations across entire footprint.

-Development and launch of a 10MM complementary Female product line.

-Development and Launch of a 5MM Semaglutide line.

  • Monitored project performance to identify roadblocks and areas of improvement and make adjustments.
  • Operational projects include streamlining IT intake infrastructure; reducing time to treatment by 58%, increasing protocol acceptance by 22% and increasing retention by 10%
  • Cross-functional Project Teams included IT, Marketing, Finance, HR and Ops, with buy-in and sign-off by C-Suite
  • Led vendor selection, demo evaluation of potential PM software platforms and managed integration process.
  • Standardized a process for receiving, reviewing and approving potential projects across all departments.
  • Provided detailed project status updates to stakeholders and executive management.

Project Manager

Atrium Health Foundation
Charlotte, NC
06.2019 - 12.2022

Lead project manager and administrator of enterprise-wide, cloud-based Grants Management Platform, managing a $75M portfolio of 400 internally funded grants across Atrium Health and its regional partners.

  • Led the design, build out, testing and implementation of new transformational grants management solution
  • Managed vendor selection, RFP review and demo evaluation of potential platform hosting candidates
  • Created implementation strategy for bottom-up redesign of Atrium Health Foundation's grants processes
  • Maintain Book of Work supporting intakes of continued system improvement initiatives
  • Build out reporting for LOB specific, cross-functional teams, senior leadership, and Board initiatives
  • Ensure grant data integrity across multiple program interfaces
  • Monitor the status of all internally funded grants and drawdowns
  • Confirm grants legal compliance with supporting Fund guidelines and Foundation regulations
  • Reconcile and allocate monthly investment income across Fund portfolio
  • Point of contact for all internally funded grant applications throughout the Atrium Health system.

Accountant II

Atrium Health
Charlotte, NC
10.2015 - 06.2019

Senior treasury analyst charged with managing all treasury functions related to debt and derivatives, including payments, reporting and compliance requirements, for the enterprise's $2B debt portfolio.

  • Administered System's $400M taxable commercial paper program
  • Prepared annual 15c2-12 SEC disclosure, AFS debt footnote, and Official Statement Appendix A
  • Assisted researching and implementing debt-related accounting guidance
  • Prepared annual interest rate budget and multi-year outlook
  • Processed payments related to System's debt portfolio including interest, principal, remarketing and hedges
  • Assisted VP and AVP with annual rating agency review submission and presentation materials
  • Recognized with Values in Action Award for identifying and implementing process improvements.

Accounting Analyst

International Paper
Charlotte, NC
05.2014 - 10.2015

Administered daily financial activities and partnered with cross-functional teams (sales, shipping, customer service, scheduling, and production) to ensure the financial integrity of plant.

  • Produced Quarterly/Annual Forecasting and Budgeting
  • Performed monthly financial performance reviews with senior management team
  • Analyzed forecast/budget-to-actual variances with a focus on identifying areas of opportunity
  • Capital Projects budget development, ROI write-ups, and expenditure variance monitoring
  • Led plant capital improvement solutions team (Machine 243 downtime and replacement analysis)
  • Project lead for developing and implementation paper core recycling program.

Accounting Manager

ReCommunity, formerly FCR LLC
Charlotte, NC
06.2005 - 03.2012

Managed full-cycle accounts receivable department for 27 divisions of a national waste recovery and commodity brokerage firm, with over 500M in annual revenue and staff of six (6).

  • Responsible for all treasury functions: cash receipts, disbursements, wire transfer and ACH operations
  • Implemented and maintained treasury policies and banking relations
  • Charged with bank and G/L reconciliations, aging analysis, DSO, liquidity ratios, and bad debt reserve
  • Staff hiring, training and development
  • Recognized for increasing efficiency through multiple program integration and process consolidation
  • Led design and build-out of industry specific Treasury solutions initiative.

Education

Master of Business Administration -

Queens University of Charlotte
Charlotte, NC

Bachelor of Science - Finance

Auburn University
Auburn, AL

Associate of Science - Engineering

Mitchell Community College
Statesville, NC

Skills

  • Project Planning and Development
  • Project Tracking
  • Strategic Planning and Execution
  • Relationship Management
  • Budget Development
  • Process Improvement
  • Root Cause Analysis
  • Work Flow Planning
  • Productivity Improvement

Computer Proficiency

  • MS Office
  • Monday.com
  • Jira
  • Confluence
  • Basecamp
  • MS Project
  • Blackbaud Grantmaking
  • Blackbaud RE & FE
  • JD Edwards
  • PeopleSoft

Timeline

Project Manager, PMO

WellTrust Medical Group
01.2023 - 10.2023

Project Manager

Atrium Health Foundation
06.2019 - 12.2022

Accountant II

Atrium Health
10.2015 - 06.2019

Accounting Analyst

International Paper
05.2014 - 10.2015

Accounting Manager

ReCommunity, formerly FCR LLC
06.2005 - 03.2012

Master of Business Administration -

Queens University of Charlotte

Bachelor of Science - Finance

Auburn University

Associate of Science - Engineering

Mitchell Community College
Benjamin Herman