Operations, Strategy, and Planning

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Strategy works best when it’s grounded in operations and backed by data.

Healthcare leaders are balancing growth, margin pressure, workforce challenges, and shifting community needs — all at once. Without clarity across operations, strategy, and financial planning, even well‑intentioned plans can stall.

Eide Bailly helps healthcare organizations connect the dots. We bring operational insight, market perspective, and financial rigor together so leadership teams can prioritize what matters, act with confidence, and build resilience for the future.

What We Offer

  • Financial Planning & Forecasting

  • Market Analysis

  • Operational Process Improvement

  • Strategic Planning

  • Organizational Consulting

  • Board Education

  • Community Health Needs Assessment (CHNA) & 501(r) Support

  • Energy Incentives

Why Eide Bailly

Strategy isn’t effective in isolation. Our teams understand how operational realities, financial constraints, governance, and community needs intersect, and we help you make decisions with the full picture in view.

We work alongside leadership teams to bring structure to complexity, uncover practical insights, and turn planning into progress. The result: clearer priorities, stronger alignment, and decisions that hold up over time.

Turn strategy into momentum.Healthcare Organization
Align operations, planning, and financial insight to make confident decisions today and prepare your organization for what’s next.
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Make decisions with confidence — not guesswork.
From operations to strategy to financial planning, our specialists help you move forward with clarity and purpose.
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Case Study: Vivie

Quality Data Drives Key Decisions for Vivie

"Every time we have to make a decision, we check the dashboards to make sure our decision is supported by the data."

— Marnie Gugisberg, Chief Financial Officer | Vivie

View the Case Study
Our Team is a Proven Leader in the Healthcare Industry
Our team displays a magnitude of healthcare expertise and real-world experience. We care, and we are in healthcare for a reason.
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specific service offerings
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healthcare clients
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engagements for healthcare clients in the last 12 months
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healthcare dedicated staff (and another 3,000+ in support)

When operations, strategy, and planning align, organizations move forward with confidence.

You don’t need more information — you need the right insight at the right time. We help healthcare leaders cut through complexity, focus on what matters most, and build a path forward that’s grounded, realistic, and measurable.

Operations, Strategy, and Planning Leadership

Jared Heim

Jared R. HeimCPA

Partner

Jared joined Eide Bailly in 2004 and excels in serving the needs of clients in the healthcare industry. He is the firm's Strategic Financing Director, which includes overseeing all financial forecasts, debt capacity studies, market demand analysis and other financial pro-forma work. He also leads and supervises financial audits and reviews Medicare, Medicaid and other third-party reimbursement reports for hospitals and senior living organizations.
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Jana Smith

Jana M. Smith

Principal

Jana joined Eide Bailly in 2011 and works exclusively in the healthcare industry. Throughout her career, she has managed and in-charged financial audits for healthcare entities, prepared Medicare, Medicaid, and other third-party payor cost reports, and she currently focuses most of her time providing advisory services to various healthcare organizations. These advisory services include financial forecasts, debt capacity studies, market demand analysis and other financial pro-forma/service-line analyses.
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Traci Rabine

Traci Rabine

Director

With 23 years of experience, Traci's career has been focused on hospital and clinic administration. She entered the consulting industry with Eide Bailly assisting clients with strategy, service line development, operational assessments, productivity management and construction management.
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