Patty Egan
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Patty Egan Email & Phone Number

Innovation Operations & Portfolio Director at RSM at RSM US LLP
Location: Greater Minneapolis-St. Paul Area, United States 15 work roles 3 schools
1 work email found @rsmus.com 3 phones found area 612 and 877 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Innovation Operations & Portfolio Director at RSM
Location
Greater Minneapolis-St. Paul Area, United States

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Patty Egan is listed as Innovation Operations & Portfolio Director at RSM at RSM US LLP, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at rsmus.com, phone signal with area code 612, 877, and a matched LinkedIn profile for Patty Egan.

Patty Egan previously worked as Innovation Operations & Portfolio Director at Rsm Us Llp and Director, Enterprise Portfolio Governance & Value Management/Finance at Prime Therapeutics. Patty Egan holds Rsm Elevation 3500 Enterprise Leadership Certificate, Organizational Leadership from Cornell University.

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{first}.{last}@rsmus.com
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Profile bio

About Patty Egan

Strategy to Execution | Portfolio & Project Management | Business Transformation | Change Management CONTACT ME AT: smithegan@comcast.netI am an energetic, accomplished business leader with over 25 years of successful experience in portfolio management, business transformation, software / ERP implementations, process design / improvement, and talent development. I consistently create, lead, develop, and transform teams and establish processes that achieve business objectives across complex projects with multiple stakeholders. WHAT I DO:• Lead projects and organizational change and align teams and process with enterprise goals in the midst of uncertainty and ambiguity.• Drive process simplification and reinvention leading to effective and repeatable delivery processes.• Build strong coalitions for business teams undergoing complex process and team transformation.• Lead by building, developing, and retaining highly motivated and successful teams that contribute to organizational goals.WHAT I AM KNOWN FOR:1. Getting things done by executing and driving results2. Talent development and building high performing teams3. Creating order from chaos / ambiguityMY LEADERSHIP STYLE:Assess the people and problems that are occurring, derive solutions to fix them or keep moving, and lead the team forward through honesty, integrity, and humor.SPECIALTIES:Portfolio Management, SAP Technology, Shared Services, Business Transformation, Data Quality, Testing, System Deployment and Transition, Change Management, Process Design, Project Management, Talent Development, Organizational Performance Improvement, Finance, Accounting, Systems Administration, Problem Solving, Organizational Design, PMO, Organizational Effectiveness

Listed skills include Management, Process Improvement, Leadership, Change Management, and 28 others.

Current workplace

Patty Egan's current company

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RSM US LLP
Rsm Us Llp
Innovation Operations & Portfolio Director at RSM
AeroLeads page
15 roles

Patty Egan work experience

A career timeline built from the work history available for this profile.

Innovation Operations & Portfolio Director

Current

Chicago, Illinois, Us

Responsible for building and leading the operational excellence and portfolio management function for the Acceleration Center for Innovation at RSM. I lead a nimble and diverse team of operations, project, and portfolio experts who drive efficiency and operational optimization for the functions within the Innovation team. The team collaborates on managing pipelines of work through tracking and visualization, identifying opportunities for optimization, and leveraging Lean, PMI, Agile, and portfolio management principles to help our partners drive effective outcomes for their clients.

Oct 2021 - Present

Director, Enterprise Portfolio Governance & Value Management/Finance

Eagan, Mn, Us

Responsible for Enterprise Portfolio Governance and Value Management services, enabling alignment to strategy, value connection, and coordination of overall investment planning and governance processes across multiple teams at Prime. Own and manage our investment committee process, coaching and support for investment owners, and visibility to value risk in our portfolio of technology investments.We partner heavily within Finance, with our Product & Service Development team, and cross-company Investment Owners to ensure every dollar we invest in advancing our products and services delivers value and advances our strategic and market needs.

Jul 2020 - Oct 2021

Director Portfolio Management

Eagan, Mn, Us

Manage team of 8 portfolio leads responsible for the support, communication, and delivery of project portfolios owned by C suite and executive leaders. Own Prime’s Portfolio Management practice, standards, reporting, and processes. Our goal is to provide visibility, information, and preparedness for our executive team to advance and manage the right portfolio of project work to meet organizational strategies.• Responsible for creation, development, and execution of annual planning process for $105M project investment portfolio, including ranking & prioritization of projects, financial and organizational capacity balancing, and plan management.• Responsible for the creation, development, and evolution of Portfolio Management practice at Prime, including practice standards, processes, reporting, and Executive engagement model.• Partner with C-Level and VP-level executives to prioritize projects based on business criteria, ensuring the highest priority work is visible, advanced, and advocated for.• Partner with Finance, Project Governance, and Business Architecture teams on alignment of reporting, processes, and portfolio management standards across the project lifecycle.• Manage team of 8 portfolio leads responsible for the support of one or more C-Level and VP-level executives to provide visibility to project portfolio health, critical decision points, management of portfolios within financial targets.• Developed first generation of portfolio reporting for portfolio owners, and manage the roadmap for next generation enhancements to mature leadership understanding of portfolio, risk, and decision points.• Supported Chief Financial Officer and Controller in managing and facilitating enterprise Cost Optimization Committee, providing visibility, tracking, and communication for more than 35 initiatives that resulted in $9.2M in cost savings.

Dec 2016 - Jul 2020

Portfolio Director

Eagan, Mn, Us

Manage a team of 14 Project Managers driving delivery of Prime’s enterprise projects. My portfolio of projects and team focus on initiatives supporting Customer Experience, Mail Order Pharmacy Operations, Commercial Markets, new Client Implementations, and IT Security, supporting Prime’s operations, our Members, and our Clients.Our goal is to provide outstanding project management leadership and delivery for cross-functional business teams developing and steering company initiatives that support Prime’s mission to help people get the medicine they need to feel better and live well. We are responsible for the overall delivery of projects, and partner heavily with business teams and IT drive success.• Responsible for management, communication, and staffing my portfolio across multiple capabilities in accordance with Prime’s Enterprise Project Life Cycle.• Provide management and development of project manager team of 14 to provide high quality project management for large, complex, cross-functional projects.• Ensure project delivery conforms to Prime’s EPLC and project management metrics and that initiatives are delivered on time, on budget, and achieve business case value. www.primetherapeutics.com

Aug 2015 - Nov 2016

Sr Group Manager, Business Performance Optimization Coe

Minneapolis, Mn, Us

Manage newly formed organization of 18 supporting Target's Pricing/Promotion, Enterprise BI, and Item CoEs, as well as ownership of the Business Partner (Vendor) capability. Support includes capability stewardship, road mapping, and health assessment, and project delivery.

Jun 2015 - Aug 2015

Sr Group Manager, Finance Systems Integration | Project Management, Organizational Readiness

Minneapolis, Mn, Us

Manage a team of 17 high performing team members supporting technology projects for Finance and SAP focused on process, people, and data transformation. Our mission is to provide outstanding business support to Finance teams and processes impacted by technology projects to ensure business objectives are achieved, business risk is managed and mitigated, and business users are ready. We advocate for and translate business needs to influence technology delivery, while optimizing implementation processes. Partner heavily with Finance business teams and Target Technology Services to drive success.• Responsible for Business Process Delivery team that provides business process change support for 16-20 concurrent enterprise projects with small to medium Finance impact.• Responsible for organizational change management team driving end user engagement, organizational readiness, and business adoption for technology projects and initiatives impacting Finance.• Ensure business readiness for end users in the delivery of data quality, testing, deployment and organizational change management activities for SAP technology projects.• Successfully delivered business readiness activities across multiple SAP initiatives, including Expense Planning and Analytics, AP/AR/Treasury Release, Indirect Sourcing and Procure to Pay, and Real Estate and Lease Accounting.

Jul 2010 - Jun 2015

Group Manager, Finance Systems Integration | Sap Project Management, Pmo, Portfolio Management

Minneapolis, Mn, Us

• Led project team responsible for business transformation of Expense Planning and Management Reporting processes leveraging SAP, partnering heavily with Target Technology Services team on a multi-phased release plan and execution schedule.• Developed strategy and created the PMO structure, processes, and roles to support multi-year SAP Program ensuring critical project management control foundation.• Created and managed new processes for project investment management in Finance to drive prioritization and investment decisions; designed selection criteria, annual planning process, and business value metrics to drive transparency and effective decision making.• Selected, managed, and developed talented, high performing team, ensuring alignment of role and competencies to future opportunities.

Jun 2007 - Jul 2010

Manager, Finance Integration Team | Process Transformation, Impact Analysis, Enterprise Projects

Minneapolis, Mn, Us

Managed highly skilled team providing strategic insight and Finance requirements to cross-enterprise projects. Influenced broadly to ensure technology solutions supported finance controls, process, and reduced manual processes. Evaluated evolving technology road map and upcoming business transformation efforts to effectively re-engineer Finance project roles, establishing role clarity, selection tools, and talent management processes.

Mar 2006 - Jun 2007

Manager, Target.Com | Financial Management, P & L, Balance Sheet, Ecommerce, Team Leadership

Minneapolis, Mn, Us

Managed team of nine accountants responsible for reporting financial results for Target.com. Evolved existing and established new financial control processes, including replacement of Accounts Payable and General Ledger software.

Oct 2004 - Mar 2006

Project Mgr, Financial Reporting | General Ledger, Requirements Documentation, Testing

Minneapolis, Mn, Us

Responsible for driving and executing project activities and business process changes related to successful General Ledger software upgrade. Drove requirements, design, testing, data quality, end user engagement and training, and implementation.

Apr 2003 - Oct 2004

Financial Systems Project Manager | Systems Administration, General Ledger, Consolidated Financials

Minneapolis, Mn, Us

Managed team of six system administrators supporting Target's General Ledger and Financial consolidation systems and processes. Created new financial consolidation processes and tools, leveraging Essbase technology, to streamline and ensure financial accuracy and controls.

Sep 2001 - Apr 2003

Business Process Consultant, Financial Reporting | Impact Analysis, Requirements Documentation

Minneapolis, Mn, Us

Drove business process transformation for Finance to streamline and accelerate financial month end close and consolidation processes and technology. Collaborated with partners across the enterprise to transform processes and timelines, understand business value, and communicate status and progress.

May 2000 - Sep 2001

Senior Staff Accountant, Payroll | Processing, Compliance, Team Leader, Customer Service

Minneapolis, Mn, Us

Supervised teams responsible for payroll processing and garnishments. Supported new payroll system implementation, establishing new team of seven to support transformed payroll processes leveraging new system.

May 1998 - May 2000

Staff Accountant, Property Management Accounting | Real Estate, Property Management, Budgeting

Minneapolis, Mn, Us

Supervised small team responsible for financial processes related to store external maintenance costs. Drove expense reduction by ensuring third party compliance with contracts and legal agreements, and through negotiation of costs.

Oct 1997 - May 1998

Supervisor, Advertising Accounting | Expense Management, Accounts Payable, Forecasting, Accounting

Richfield, Minnesota, Us

Supervised Accounting team responsible for media expense payment, reconciliation, and financial reporting of Advertising expenses. Prepared and maintained multi-million dollar Advertising budget and forecast, including analysis of advertising expense for future store openings.

Jan 1994 - Oct 1997
3 education records

Patty Egan education

Rsm Elevation 3500 Enterprise Leadership Certificate, Organizational Leadership

Cornell University

Master Of Business Administration (Mba), Finance, Business Operations

University Of Minnesota - Carlson School Of Management

Bachelor Of Arts (B.A.), Finance, Marketing - Dual Major

University Of St. Thomas
FAQ

Frequently asked questions about Patty Egan

Quick answers generated from the profile data available on this page.

What company does Patty Egan work for?

Patty Egan works for RSM US LLP.

What is Patty Egan's role at RSM US LLP?

Patty Egan is listed as Innovation Operations & Portfolio Director at RSM at RSM US LLP.

What is Patty Egan's email address?

AeroLeads has found 1 work email signal at @rsmus.com for Patty Egan at RSM US LLP.

What is Patty Egan's phone number?

AeroLeads has found 3 phone signal(s) with area code 612, 877 for Patty Egan at RSM US LLP.

Where is Patty Egan based?

Patty Egan is based in Greater Minneapolis-St. Paul Area, United States while working with RSM US LLP.

What companies has Patty Egan worked for?

Patty Egan has worked for Rsm Us Llp, Prime Therapeutics, Target, and Best Buy.

How can I contact Patty Egan?

You can use AeroLeads to view verified contact signals for Patty Egan at RSM US LLP, including work email, phone, and LinkedIn data when available.

What schools did Patty Egan attend?

Patty Egan holds Rsm Elevation 3500 Enterprise Leadership Certificate, Organizational Leadership from Cornell University.

What skills is Patty Egan known for?

Patty Egan is listed with skills including Management, Process Improvement, Leadership, Change Management, Project Management, Sap, Cross Functional Team Leadership, and Finance.

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