Jeff Goldstein leads product management for Kaufman Hall’s Operational Planning software products, which include Budgeting, Performance Reporting, Rolling Forecasting, Labor Productivity, Cost Management, Strategy Management, and Comparative Analytics. He guides the direction and future roadmap for these solutions, and provides consulting assistance and support to the firm’s healthcare clients.

Jeff has more than 20 years of management experience spanning healthcare and software. His areas of expertise include strategic planning, financial analysis, budgeting, forecasting, and process improvement. Prior to Kaufman Hall, Jeff was the Budget Manager at Bethesda Healthcare System in Boynton Beach, Florida, where he oversaw the annual operating and capital budget processes. He previously served as Budget Manager at Holy Cross Hospital in Ft. Lauderdale, Florida. Jeff holds an M.B.A. from Nova Southeastern University.

All Specialties:

Comparative Analytics
Strategy Management
Budgeting & Forecasting
Reporting & Analytics
Integrated Strategic Financial Planning

Insights from Jeff Goldstein


Determining the Objective of Rolling Forecasting in Your Organization

Rolling forecasting is a valuable financial management process used by organizations to project future periods with the most current, data-driven assumptions. The process has become commonplace in recent years across many industries, and is used by most Fortune 500 companies.

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