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
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
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
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
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
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