Financial Planning & Analysis

Budgeting is a leadership activity that aligns strategy, operations, and care delivery—not just spreadsheet work. Lead it well and you change outcomes.

Deciding between rolling and annual budgets for your health system? Practical guidance to pick, implement, and measure success—without the fluff.

Practical, healthcare-focused steps to build KPI dashboards leaders rely on—faster decisions, fewer meetings, clearer finance and operations alignment.

Practical, urgent steps for healthcare finance leaders to stabilize cash, regain control, and buy time when revenue or payments stop unexpectedly.

Unlock accurate insights with driver-based forecasting—once a challenge, now your fastest path to success.

Unlock precise forecasting in your SaaS company with actionable insights tailored for finance leaders in healthcare operations.

Practical steps for CFOs and ops leaders to protect cash flow during healthcare acquisitions—fast-start checklist, metrics, and a clear action plan.

EBITDA is useful — but in healthcare it hides cash cycles, payer mix, and quality-linked risks. Use a wider set of metrics to run a healthier operation.

Use cohort analysis to reveal payer, patient, and service-line patterns—improve cash flow, forecasts, and operational decisions with clear, actionable cohorts.

Practical steps FP&A and ops leaders can use to measure and act on customer lifetime value in healthcare—metrics, pitfalls, checklist, and tools.