Jake Horak

Jake Horak earned his MBA in Strategy and Operations from the Carlson School of Management at the University of Minnesota. Jake has developed a breadth of functional experience and expertise throughout his career, but his core focus has shifted to capital asset and service distribution planning, financial modeling and funds flow construct design.

Areas of Expertise

Strategic Planning and Development

Organizational assessments, market identification and development, volume projections, clinical service line development, physician alignment, faculty compensation and implementation of strategic options.

Financial Analysis

Evaluating economic performance based on detailed financial statements, pro forma financial statement development, forecasting fiscal impact of strategic options, and application of advanced financial analytics such as valuation, capital structure, and financial viability.

Facility Capital Asset and Master Planning

Development of projections related to facility planning, including capital and financial prioritization, volume projections, translation to key rooms and capital phasing.

Service Line Planning

Leading strategic discussions for Cancer Centers and Neuroscience Institutes including, financial analysis, facility projections, and organizational alignment.


  • MBA, Strategy and Operations, Carlson School of Management at the University of Minnesota
  • BS, Industrial and Systems Engineering, University of Wisconsin–Madison

featured case study

Jake’s select clients
  • Allina Health, Minneapolis, MN
  • Baylor College of Medicine, Houston, TX
  • Fairview Health Services, Minneapolis, MN
  • Houston Methodist, Houston, TX
  • Intermountain Healthcare, Salt Lake City, UT
  • Kaleida Health, Buffalo, NY
  • Massachusetts General Hospital, Boston, MA
  • RWJ Barnabas, Livingston, NJ
  • St. Elizabeth Healthcare, Northern Kentucky
  • UCLA Health, Los Angeles, CA
  • University of Arkansas for Medical Science, Little Rock, AR
  • University of Maryland Medical System, Baltimore, MD
  • University of Pennsylvania Health System, Philadelphia, PA
  • University of Texas Health Science Center, Houston, TX
  • Yale New Haven Health System, New Haven, CT

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