Finance at the Jobsite

Most construction disputes don’t start with bad intent — they start with miscommunication, unclear contracts, and broken trust.In this episode of Finance at the Jobsite, Rishi sits down with Kenneth Rubinstein — a senior construction attorney, arbitrator, and litigation expert who has handled high-stakes, “bet-the-company” disputes across the industry .With nearly 30 years of experience, Ken breaks down what really happens inside arbitration rooms, why projects quietly turn into claims, and how small mistakes (like one careless email) can cost hundreds of thousands of dollars.🔑 What You’ll Learn:Why trust — not contracts — is the real trigger for disputesThe #1 misconception contractors have about litigation outcomesHow judges and arbitrators actually decide casesWhy emails and texts become Exhibit A (and how they can destroy your case)The real reason replacing a subcontractor can cost 2–4x moreHow to prove delays when everyone blames everyoneThe psychology behind negotiation, leverage, and settlementThe single most important thing to get right before a project starts💡 Key Takeaways:“95% of both sides think they’re right — and that’s the problem.”Your contract sets the rules, but your documents win the caseOne bad internal email can cost you $500K+If there’s ambiguity, the decision often comes down to credibility and likability👷‍♂️ Who This Episode Is For:Contractors, subcontractors, and project managersCFOs and finance leaders in constructionAnyone dealing with contracts, change orders, or disputes🚧 Bottom Line:Clear contracts, clean documentation, and strong relationships don’t just make projects run smoother — they keep you out of court.🔔 Subscribe for more episodes on construction finance, operations, and AI📩 Join the newsletter: https://beiinghuman.com/newsletter-signup#Construction #ConstructionLaw #ProjectManagement #CFO #FinanceAtTheJobsite #Disputes #Contracts #Litigation #APAutomation

What actually goes wrong when construction companies invest in technology?In this episode of Finance at the Jobsite, Rishi sits down with Robert Zimmerman — Construction Tech Executive, host of the ConTech Exec Podcast, and creator of the AI Jobsite Readiness Score™ — to break down the real reasons software fails in construction.Robert has spent 30+ years in the industry, from journeyman carpenter to executive advisor, helping contractors scale with technology that actually drives results. This conversation goes beyond the hype and gets into what actually matters:Why most construction tech investments don’t deliver ROIThe hidden role of data governance in profit and cash flowWhy AI won’t fix broken processes (and what will)The biggest myth about “digital transformation”How Excel, bad integrations, and culture quietly kill performanceWhat CFOs should measure (instead of guessing ROI)The 3 pillars contractors must get right to win with AIOne of the most important takeaways:Technology doesn’t fix chaos — it amplifies it. If you’re a contractor, CFO, or operator trying to cut through the noise of AI and construction tech, this episode will fundamentally change how you think about software, data, and decision-making.📩 Join our newsletter:https://beiinghuman.com/newsletter-signup#construction #contech #AI #constructionfinance #ERP #datagovernance #financeleaders #automation #constructionindustry #digitaltransformation #CFO #jobsite #constructionAI

Most construction companies don’t fail because they’re not working hard.They fail because they don’t know what’s actually happening financially.In this episode of Finance at the Jobsite, we sit down with Stewart Bohrer — The Construction CFO for Subcontractors — who took an unconventional path from BIM, prefab, and operations into finance.We break down why:Most subcontractors don’t know if their jobs are profitable until it’s too lateCash flow issues are often billing problems, not revenue problemsAnd why tracking just 4 key metrics can outperform any “fancy dashboard”Why prefab thinking = better financial predictabilityThe real reason subcontractors feel financial pain before GCsHow underbilling silently destroys profitThe difference between gross profit vs net profit (and why it confuses everyone)Why job costing is the #1 system every contractor needsHow a business can look profitable… but still run out of cash on FridayWhen to hire a fractional CFO vs in-house“Most stress in construction is not knowing what you don’t know.”And the fix isn’t more data —it’s better systems and tighter focus.Subcontractors doing $1M–$10M in revenueOwners flying blind on job profitabilityAnyone still running their business on QuickBooks + gut feelWho this is for:Subcontractors doing $1M–$10M in revenueOwners flying blind on job profitabilityAnyone still running their business on QuickBooks + gut feel📩 Join our newsletter for more insights like this:👉 https://www.beiinghuman.com/newsletter#FinanceAtTheJobsite #ConstructionFinance #JobCosting #CashFlow #Subcontractors #CFO #ConstructionTech #AIinConstruction #Entrepreneurship #BuildingBusiness #ContractorLife #Finance

What happens when you go from working 500,000-volt power lines… to building one of the top podcasts in the trades?In this episode of Finance at the Jobsite, I sit down with Ryan Lucas — a second-generation journeyman lineman turned brand leader and host of the Top 1% Powerline Podcast.Ryan shares hard-earned lessons from 15+ years in the field and how they translate to leadership, finance, and communication inside construction companies.We go deep on:Why the field vs. office disconnect is one of the biggest risks in constructionThe real meaning of trust (and why it compounds everything) How time on a spreadsheet ≠ time in the fieldThe ROI of safety (hint: it’s not even a debate)Why storytelling is the most underrated skill in business todayHow Ryan’s podcast literally saved someone’s lifeThis conversation is a must-listen for CFOs, operators, and leaders who want to better understand the people actually building the work.Because at the end of the day:👉 Construction isn’t just numbers — it’s people, trust, and shared understanding.Stay ahead in construction finance + AI:👉 https://beiinghuman.com/newsletter/#Construction #FinanceAtTheJobsite #Leadership #Trades #Lineman #Podcast #Storytelling #ConstructionFinance #AIinConstruction #FieldToOffice #Trust #Operations #CFO #ConstructionTech🔗 Newsletter🔥 Hashtags

In this episode of Finance at the Jobsite, Rishi sits down with Bryce Wisan—Founder of Levvigo, CPA, and construction finance expert with 25+ years of experience—to unpack how contractors can turn accounting into a strategic advantage.Bryce shares why most contractors don’t actually want to talk about accounting—they want to talk about cash flow, profitability, and jobs—and how great finance leaders translate numbers into operational decisions. We dive into:Why job costing is the foundation of cash flow forecastingThe #1 hiring mistake contractors make: the “half-right” accountantHow nearshore accounting teams are changing the talent equationThe real reason contractors feel “busy but blind”Practical frameworks: WIP reports, budget vs. actuals, and job post-mortemsWhere AI is actually delivering value today (system utilization + integrations)Bryce also breaks down how better financial visibility enables faster, more confident decisions—especially in volatile markets—and what contractors can do in the next 90 days to dramatically improve cash clarity.With a background spanning public accounting, CFO leadership, and now building Levvigo to deliver CFO-level insights to contractors, Bryce brings a rare blend of technical accounting depth + real-world construction perspective. If you’re a contractor, CFO, or operator looking to move from reactive accounting to proactive decision-making—this episode is for you.📩 Get more insights like this:https://beiinghuman.com/newsletter-signup🎙 Finance at the Jobsite — bridging construction finance and operations👉 Subscribe for more conversations with top construction leaders#ConstructionFinance #ConstructionAccounting #CashFlow #JobCosting #CFOInsights #ConstructionIndustry #APAutomation #ConstructionTech #FinanceAtTheJobsite #Contractors #AIinConstruction #Nearshore #Levvigo

In this episode of Finance at the Jobsite, Rishi sits down with Christopher Short — Founder & Managing Director of Borealis XR — to break down the real reasons construction projects fall behind, lose money, and create chaos on the jobsite.Chris grew up in a family construction business and has worked across every layer of the industry — from laborer to superintendent to founder. With over 20 years of hands-on experience managing crews of 80–100 people and multi-million dollar projects, he shares what actually happens on real job sites (not what software demos show). Why projects fail due to information breakdown, not skill issuesThe hidden cost of schedule compression: overtime, safety risk, and reworkWhere profit leakage actually hides (and why most teams miss it)Why construction suffers from a “death of a thousand cuts”The reality of managing 40–60 trades on a single projectHow poor communication creates waste, delays, and frustration across teamsWhy most construction tech fails: too complex, too slow, not project-firstWhere AI will actually help (and where it’s just hype)“Projects fail because the right information doesn’t reach the right person at the right time.” This episode goes deep into how communication—not tools, not labor—is the real bottleneck in construction.Chris Short is a construction operator turned founder who has:Managed large-scale crews and complex job sitesBuilt and scaled construction businessesLed projects across residential, commercial, and student housingFounded Borealis XR to solve communication breakdowns on job sitesGet insights like this delivered weekly:👉 https://beiinghuman.com/newsletter-signup/Finance at the Jobsite explores how finance, operations, and technology intersect in construction — featuring CFOs, operators, and builders shaping the industry.#Construction #ConstructionManagement #AIinConstruction #ProjectManagement #Jobsite #ConstructionTech #FinanceAtTheJobsite #Subcontractors #GeneralContractor #BIM #Procore #Startup #Founder #ConstructionIndustry

At what point does QuickBooks stop working for construction companies?In this episode of Finance at the Jobsite, Rishi sits down with Kevin Jacobs, Fractional CFO at HORNE, to break down the real inflection point where contractors must move to a construction-specific ERP — and what it actually costs to wait too long.Kevin brings 20+ years of construction finance experience, working with companies through growth, ERP migrations, and operational restructuring .This is one of the most practical conversations we’ve had on:When to move from QuickBooks to systems like Vista, Spectrum, or FoundationHow to quantify the cost of staying on broken processesWhy ERP implementations fail (and how to avoid it)What a real 9–12 month migration actually looks likeThe hidden financial leakage in construction back officesOne of the biggest takeaways:👉 Many contractors are unknowingly losing $1M+ per year due to inefficiencies, margin leakage, and poor systems If you're a CFO, controller, or owner scaling a construction company, this episode will change how you think about your back office.Signs you’ve outgrown QuickBooksLabor inefficiency and margin leakage breakdownERP selection: Vista vs Spectrum vs FoundationData migration strategy (what to move vs leave behind)Why “software won’t fix broken processes”Real ERP implementation war storiesHow to get team buy-in during migrationsStay ahead in construction finance:👉 https://beiinghuman.com/newsletter/Fractional CFO specializing in construction finance, WIP reporting, and ERP strategy.#ConstructionFinance #ERP #QuickBooks #Vista #Spectrum #FoundationERP #CFO #ConstructionAccounting #AIinConstruction #FinanceAtTheJobsite #JobCosting #WIP #ConstructionTech #APAutomation #Contractors

In this episode of Finance at the Jobsite, Rishi sits down with Mark Smith, Ph.D., organizational psychologist, author of A Better Choice: The Manager’s Guide to Skills-First Hiring, and founder of A Better Choice Hire, to talk about what construction companies keep getting wrong when hiring and promoting leaders.Mark has spent more than 20 years helping construction and engineering companies improve leadership teams, and he has assessed nearly 1,000 candidates across all levels. In this conversation, he explains why impressive resumes, degrees, job titles, and years of experience often fail to predict real-world leadership success.They discuss:why skills-first hiring matters in constructionwhy soft skills like communication, adaptability, and influence are often more important than technical credentialshow structured interviews outperform gut-feel hiringhow role-play assessments reveal hard-to-fake leadership signalscommon leadership gaps in project managers, superintendents, and internal promotion candidateshow small and mid-sized contractors can improve hiring without building a massive HR functionwhere AI may change hiring and leadership development over the next 3–5 yearsIf you hire, coach, or promote leaders in construction, this episode is packed with practical insight.Subscribe to the Finance at the Jobsite newsletter here:https://beiinghuman.com/newsletter-signup/#FinanceAtTheJobsite #BeiingHuman #ConstructionLeadership #ConstructionHiring #SkillsFirstHiring #ProjectManagement #Superintendents #LeadershipDevelopment #ConstructionFinance #OrganizationalPsychologyWhat if the person with the best resume is actually the wrong leadership hire?In this episode of Finance at the Jobsite, Rishi talks with Mark Smith, Ph.D. — organizational psychologist, author, and founder of A Better Choice Hire — about why construction companies should rely less on degrees, titles, and gut feel, and more on skills-first hiring and realistic leadership assessments.Mark shares lessons from assessing nearly 1,000 candidates and explains what actually predicts leadership success in construction: communication, adaptability, influence, and the ability to lead in real-world situations.They cover hiring project managers and superintendents, internal promotions, leadership development, structured interviews, assessment design, and the future of AI in hiring.Subscribe to the Finance at the Jobsite newsletter here:https://beiinghuman.com/newsletter-signup/#Construction #ConstructionManagement #Hiring #Leadership #ConstructionOps #TalentAssessment #SkillsBasedHiring #FinanceAtTheJobsite #BeiingHuman

In this episode of Finance at the Jobsite, Rishi sits down with Krystal Madonia, CFO of Haley Construction, to talk about her non-traditional path into accounting leadership, what she learned from construction audit work, and how finance leaders can better connect with field teams.Krystal shares lessons from moving between public accounting and industry, stepping into the CFO seat at Haley Construction, and helping lead a growing contractor through process, systems, and operational change. The conversation also dives into ERP reality in construction: legacy systems, Procore integration, change orders, WIP discipline, and why ERP migrations are often more about people than software.They also explore SOPs, institutional knowledge transfer, field-accounting communication, and the implementation mistakes that happen when office teams roll out tools without involving operations.If you’re a construction CFO, controller, project executive, or operations leader thinking about systems, growth, and how to make finance more useful to the field, this episode is for you.Topics covered:#ConstructionAccounting #ConstructionCFO #ERP #ERPMigration #Procore #WIP #JobCosting #ConstructionFinance #CFMA #ConstructionOperations #SOPs #WorkInProgress #ProjectManagement #AccountingLeadership #FinanceAtTheJobsiteSubscribe to the Finance at the Jobsite newsletter:https://beiinghuman.com/newsletter-signup/

What does “real CFO leadership” look like inside a 3rd-generation commercial GC doing 475 active jobs at once?In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Kim Beeler-Peterson, CFO + Owner at Beeler Construction (Wisconsin), to unpack how her role evolved from hands-on bookkeeping (back when everything was paper ledgers) into forward-looking financial leadership—built on WIP discipline, Power BI dashboards, KPI triggers, and PM financial training.We cover:How Kim transitioned from “controller + everything else” to a true CFO mindset (and what she had to let go of)The real cause of “ping-pong” between accounting and PMs—and how to fix it with clearer ownership and better systemsWhy Beeler is layering Autodesk Construction Cloud (ACC) on top of Sage 100 Contractor to give PMs one dashboard instead of five ERP screensThe most common PM financial mistakes: budgets missing, change orders lagging, and committed costs that don’t mathBuilding a “PM finance boot camp” using Trainual + testsRunning high-volume, small-dollar work and still forecasting cleanly using Power BI + mid-month PM reportsOccupied healthcare + emergency work: what “good financial leadership” looks like during a crisis (including insurance-tracked costs and split scopes)Practical AI use cases in construction finance: contract comparisons, sales/use tax questions, state licensing research, Copilot searching your inbox, and even shareholder agreement summariesIf you’re a construction CFO/controller trying to modernize without breaking the business—this one is packed with specific systems, habits, and lessons learned.Newsletter (Finance at the Jobsite): https://beiinghuman.com/newsletter-signup/Hashtags#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #CFMA #CFO #Controller #JobCosting #WIP #ProjectControls #Sage100Contractor #AutodeskConstructionCloud #PowerBI #ConstructionTechnology #ProjectManagement #AIinConstruction

What really happens between engineered drawings and real-world construction?In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Julian Finelli, a third-party construction inspector whose unconventional path — from political science and land conservation work to concrete labor and materials testing — offers a rare ground-level perspective on risk, accountability, and decision-making in construction.Julian shares what shocked him most stepping onto a job site at age 29, how field experience reshapes assumptions about expertise, and why small on-site decisions can quietly cost (or save) hundreds of thousands of dollars.From redesigning bridges to failed concrete pours and inspection pressure in the field, this conversation explores the hidden financial and operational realities that owners, CFOs, and finance leaders rarely see — but ultimately pay for.Topics include:Jobsite reality vs engineered plansWhy lack of planning creates safety and financial riskField knowledge vs academic expertiseThird-party inspections and accountabilityHow small mistakes become six-figure problemsWhy “slow equals smooth, smooth equals fast” applies to construction financeThe real cost of rushing inspections and material testingJulian currently works as a Field Technician performing materials testing and compliance inspections across Western North Carolina, ensuring projects meet safety and engineering standards. 📩 Subscribe to the Finance at the Jobsite Newsletter:https://beiinghuman.com/newsletter-signup#FinanceAtTheJobsite #ConstructionFinance #ConstructionIndustry #JobsiteReality #ConstructionRisk #FieldToOffice #APAutomation #ConstructionLeadership #ProjectControls #ConstructionSafety #Concrete #Inspection #BuiltEnvironment🔨 Hashtags

What really breaks down between the job site and the office?In this episode of Finance at the Jobsite, I sit down with Teimon Phillips — CAPM-certified Project Manager and former Systems Manager — to unpack the real-world friction points in production home building.From his first renovation project at the Black History Museum in Richmond to leading systems transitions at Fabling Built and now managing production builds, Teimon shares what actually matters in the field — and what the office often misses.We cover:• Why 5-minute decisions should never be postponed• The hidden information gap between design specs and trade execution• How small PO errors can trigger major accounting chaos• The real reason budgets drift (hint: it’s usually dirt)• Why most companies fail at construction tech implementation• The minimum viable daily log that protects you without wasting 2 hours• Why voice-to-text might be the future of field productivityTeimon also shares the three workflows every production PM tool must nail to actually work in the field.If you're a construction CFO, PM, estimator, or systems leader trying to align field execution with financial control — this one is packed with practical insight.📩 Join our Construction Finance newsletter:https://beiinghuman.com/newsletter-signup#ConstructionManagement #ProductionBuilding #ConstructionCFO #ProjectManagement #ConstructionTech #DailyLogs #POManagement #FinanceAtTheJobsite

In this episode of Finance at the Jobsite, I sit down with Aditya Pandit, Project Manager at BECO, to explore what it really means to lead in construction — from the field to finance, from pre-construction assumptions to long-term operations.Aditya shares his journey from India to the U.S., and how the immigrant mindset shaped his approach to leadership:Credibility isn’t given — it’s earned through preparation, honesty, and results.We dive into some of the most important realities in modern development and construction:Why schedules fail before the job even startsThe three most underestimated drivers of delays: design coordination, long-lead items, and inspectionsWhat younger PMs must learn early: field ownership, budgeting, and trade alignmentHow the owner-developer-GC model changes cost, quality, and riskWhy pre-construction is the most misunderstood (and most critical) phaseHUD financing as “a whole different animal” — and what the one-year process feels like internallyCoastal construction realities: condensation, drainage failures, mold, and why “water always wins”The feedback loop between asset management and building better prototypesWhere technology helps (Excel, ClickUp, Yardi, AI estimating) — and where it becomes digital paperworkAditya also leaves listeners with a powerful reminder:The cheapest decision during construction is often the most expensive one during operations.This is a must-listen for construction CFOs, project managers, developers, and anyone thinking long-term about how buildings perform after turnover.📩 Subscribe to the Finance at the Jobsite newsletter for more episodes and insights:https://beiinghuman.com/newsletter-signup#Construction #ProjectManagement #ConstructionFinance #RealEstateDevelopment #HUDFinancing #OwnerBuilder #Preconstruction #ConstructionTechnology #Leadership #FinanceAtTheJobsite

What does it actually look like to sell a construction business — from the first conversation to cash in the bank?In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with:Tyler McCrary (VRA Partners, Investment Banking)Helana Robbins Huddleston (CohnReznick Advisory, Quality of Earnings)Together, they break down the real mechanics behind construction M&A, including:✅ How contractors should prepare 12–24 months before a sale✅ Why construction deals are uniquely complex (WIP, % completion, backlog)✅ What “Quality of Earnings” actually means in plain English✅ The biggest valuation drivers: recurring revenue, customer concentration, team depth✅ Working capital pegs explained with the best “gas in the car” analogy you’ll hear✅ Common mistakes founders make that quietly destroy value✅ The human side of selling a family-owned construction businessWhether you’re a contractor, CFO, controller, or owner thinking about growth, acquisition, or exit planning — this episode is packed with practical insight from professionals who do these deals every day.📩 Sign up for the Finance at the Jobsite newsletter for more episodes, insights, and construction finance playbooks:https://beiinghuman.com/newsletter#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #MergersAndAcquisitions #QualityOfEarnings #ContractorCFO #ConstructionBusiness #PrivateEquity #JobCosting #WIP #ConstructionLeadership #DealMaking

What actually determines whether a contractor can win bigger public projects?In this episode of Finance at the Jobsite, I sit down with Zach Comfort, Vice President & Senior Underwriting Officer at Zurich North America Contract Surety, to break down how surety really works — and why bonding is far more than a compliance requirement.Zach explains surety in plain English:✔️ Why bonds protect taxpayers on public jobs✔️ The “3 Cs” of underwriting: Capital, Capacity, and Character✔️ Early financial warning signs sureties watch for (profit fades, underbillings, fragile liquidity)✔️ How contractors can treat surety like a credit partner, not a commodity✔️ What project managers can do day-to-day to strengthen bonding confidence✔️ How technology, dashboards, and AI can reduce surprises and build trustIf you’re a construction CFO, controller, or contractor looking to scale responsibly, this conversation is packed with insights that directly impact your bonding capacity — and your growth.🎙 Guest: Zach Comfort (Zurich North America – Contract Surety)Connect with Zach on LinkedIn: www.linkedin.com/in/zachary-c-a525b285 📩 Subscribe to the Finance at the Jobsite newsletter:https://beiinghuman.com/newsletter-signup#ConstructionFinance #SuretyBonds #ContractorGrowth #ConstructionCFO #BondingCapacity #WorkingCapital #ConstructionAccounting #FinanceAtTheJobsite #Zurich #ConstructionTechnology #AIinConstruction

What does it really take to run a profitable heavy civil contractor in 2026?In this episode of Finance at the Jobsite, I sit down with Yvette Aubin, CFO of Ebsary Foundation Company, a construction finance leader with nearly 25 years of experience across government contracting, equipment strategy, risk management, and CFMA national leadership. We go deep into the financial reality that most contractors underestimate:🚧 Equipment isn’t just an operations issue — it’s a CFO-level lever for margin, schedule, and survival.In this conversation, Yvette breaks down:Why preventive + predictive maintenance is the #1 fleet riskHow underutilized equipment silently destroys profitabilityThe importance of rate-setting and cost feedback into estimatingHow CFMA’s Heavy Equipment Comparator (HEC) helps contractors benchmark performanceHow telematics + AI are reshaping the future of fleet financeWhy the best contractors treat fleet strategy like capital allocationIf you’re a contractor under $100M (or even $1B), this episode will change how you think about heavy equipment.📩 Subscribe to the Finance at the Jobsite newsletter for more CFO-grade construction insights:https://www.beiinghuman.com/newsletter-signup#ConstructionFinance #HeavyCivil #EquipmentManagement #CFMA #ConstructionCFO #FleetStrategy #Telematics #PredictiveMaintenance #ConstructionAccounting #AIinConstruction #ContractorLeadership #FinanceAtTheJobsite

Many construction owners scale revenue—but never scale their take-home pay.In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Patrick Shurney, former commercial banker turned Millionaire Contractor Coach, who has reviewed 10,000+ financial statements and approved $2B+ in construction loans.Patrick breaks down why contractors doing $5M–$50M+ in revenue often earn less than their foremen—and how focusing on the wrong numbers quietly destroys cash flow, profit, and peace of mind.You’ll learn:The 7 financial numbers every contractor must know (and why most don’t)Why gross profit margin, not revenue growth, is the biggest income leverHow shaving just a few days off accounts receivable can unlock six figures in cashWhy companies can be “profitable” on paper but broke in realityHow to become bankable, bondable, and capital-readyWhat changes can realistically happen in 30, 90, and 180 daysThe mindset shift required to move from operator → CEO📊 Supporting Resources Mentioned in This Episode:7 Numbers Industry Benchmarks:https://go.3pcllc.com/the-7-numbers-industry-comparisonAccounts Receivable (A/R) Turnover Calculator:https://docs.google.com/spreadsheets/d/1AeP5NHp8BaTBWRhF-0LnEciXsEYYs-s5Fs7Ffh35CHU/editPatrick also explains why finance should be simple, how to build a one-page financial blueprint, and why construction remains one of the most reliable paths to real wealth—even in an AI-driven economy.🎧 If you’re a contractor, CFO, or construction leader tired of working harder while earning less, this episode is a must-listen.📩 Subscribe to the Finance at the Jobsite newsletter for more real conversations on construction finance, cash flow, and operations:👉 https://beiinghuman.com/newsletter-signup#FinanceAtTheJobsite #ConstructionFinance #ContractorLife #CashFlow #ConstructionCFO #GrossMargin #ConstructionBusiness #ConTech #Jobsite #ConstructionLeadership

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Samuel McAravey, a seasoned engineering leader who has spent over 16 years building and scaling enterprise B2B SaaS platforms across FinTech and construction technology.Samuel shares his journey from hands-on software engineer to leading globally distributed teams, and why trust—not features—is the real product in construction finance. They dig into why construction accounting systems are so complex, how ERP integrations become the true bottleneck to adoption, and why “move fast and break things” simply doesn’t work when real money, compliance, and livelihoods are on the line.This conversation covers:Why construction finance is “FinTech turned up to level 11”How engineering decisions directly impact margins, risk, and P&LWhat product-market fit really means for contractors and accounting teamsThe hidden human policies encoded inside construction ERPsHow CFOs and controllers should communicate requirements to engineering teamsWhy outcome-based metrics matter more than “butts-in-chairs” timeHow to introduce AI and automation without destabilizing systems of recordScaling from people-dependence to system-dependence as companies growIf you’re a CFO, controller, founder, or construction tech leader thinking about modernization, integrations, or AI in financial workflows—this episode is a must-listen.👉 Subscribe to our newsletter for more conversations at the intersection of construction, finance, and technology:https://beiinghuman.com/newsletter-signup/#ConstructionFinance #ConstructionTechnology #FinTech #ERPIntegration #APAutomation#CFO #Controllers #B2BSaaS #EngineeringLeadership #TrustInSystems#FinanceAtTheJobsite #ConstructionAccounting #AIinConstruction

What really separates high-performing construction companies from the rest — especially in uncertain markets?In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Mark DeVerges, a construction-focused executive recruiter and advisor with over 20 years of experience placing and coaching C-suite leaders across general contractors and specialty subcontractors.This is a deep, practical conversation on why culture, people strategy, and leadership alignment are now core financial controls — not “soft” topics.We cover:The people-side leading indicators CFOs should watch before trouble hits the balance sheetWhat distinguishes a great construction CFO vs. a good one in 2026How HR and accounting evolve from overhead into profit centersThe KPIs that actually reflect culture, engagement, and execution (including NPS, turnover, and safety signals)Why right person, right seat, right time hires directly impact margin, cash flow, and executionCompensation, succession planning, and incentive alignment across PMs, supers, and finance teamsThe most common talent mistakes during market slowdowns — and what smart leaders do insteadWhy job-hopping can hurt long-term CFO and COO growth (coming from a recruiter’s perspective)A practical 30-60-90 day ramp plan for finance leaders entering a new construction organizationIf you’re a construction owner, CFO, controller, or operator trying to scale sustainably — this episode will challenge how you think about people, culture, and financial leadership.👉 Subscribe to the Finance at the Jobsite Newsletter for more conversations like this:https://financeatthejobsite.substack.com#FinanceAtTheJobsite #ConstructionCFO #ConstructionLeadership#PeopleFirst #CultureAndCashFlow #ConstructionAccounting#CFOLeadership #TalentStrategy #SuccessionPlanning#ConstructionIndustry #JobsiteFinance

Most construction companies already have an ERP — yet their teams are still drowning in spreadsheets, email approvals, and double entry.In this episode of Finance at the Jobsite, Rishi sits down with Gavin Dick of Atlas CFO to unpack why construction accounting and back-office operations stay fragmented long after an ERP implementation — and how contractors can fix it without ripping everything out and starting over .Gavin shares a practical, systems-first approach to construction finance and technology, including:Why most field-to-accounting breakdowns come down to data collection vs. data entryHow disconnected tools quietly destroy visibility, forecasting, and team moraleWhen automation makes sense — and where humans must stay in control for complianceHow to decide what to automate first instead of adding more software chaosWhy ERP ecosystems and bolt-on tools matter more than the ERP itselfCommon ERP implementation and go-live mistakes that create long-term data problemsHow targeted integrations (not replacements) reduce double entry and burnoutThis conversation is especially relevant for CFOs, controllers, and operations leaders who feel overwhelmed by tool sprawl but know their current systems aren’t scaling with the business.If you’re trying to turn your ERP into a connected operating system — not just a ledger — this episode is for you.👉 Subscribe to the Finance at the Jobsite newsletter for new episodes, insights, and real-world construction finance lessons:https://beiinghuman.com/newsletter#ConstructionFinance #ConstructionAccounting #ERP #ConstructionTech #APAutomation #JobCosting #CFO #Controller #BackOffice #FinanceAtTheJobsite

Construction businesses don’t fail because of lack of work—they fail because of cash flow blind spots, poor WIP discipline, and reactive tax decisions.In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Cody Daniels, Founder of Builders Tax Group, to unpack how growing contractors can build financial clarity without overcomplicating the back office.Cody advises construction companies from startup through $30M in revenue and brings a rare mix of tax expertise, WIP fluency, and operator empathy .In this episode, we cover:The first 3 reports Cody opens when a contractor says “cash is tight” (AR aging, WIP, job costs)The most common chart of accounts mistakes that quietly destroy job cost accuracyA realistic “48-hour month-end close” checklist for small contractorsHow to think clearly about bonus depreciation vs Section 179 vs straight-line—without tax jargonWhen cost segregation actually makes sense (even for smaller properties)The right quarterly tax-planning rhythm so year-end isn’t a panicWhen to hire your first in-house accountant or controller (and what they should own)The single KPI each owner, PM, and AP lead should track weeklyHow weak AP processes and missing invoice images quietly stall jobs and meetingsThis is a practical, no-fluff conversation for contractors who want better decisions, better cash flow, and fewer surprises.📩 Subscribe to the Finance at the Jobsite newsletter:👉 https://beiinghuman.com/newsletter/🎙️ Search “Finance at the Jobsite” on Spotify, Apple Podcasts, or YouTube to listen and subscribe.#ConstructionFinance #ContractorAccounting #WIP #CashFlow #ConstructionCPA #TaxPlanning #FractionalCFO #BuildersTax #FinanceAtTheJobsite

Compliance isn’t the goal — it’s the starting point.In this episode of Finance at the Jobsite, I sit down with Lee Klein III, Principal at BDO, to unpack how construction CFOs and owners can move beyond “check-the-box” accounting and use financials as a true strategic weapon.We cover:Why bonding capacity, WIP accuracy, and working capital are credibility signals — not paperworkThe most common (and costly) mistakes contractors make in audits and financial reportingHow clean job cost data directly impacts estimating accuracy and future profitabilityPractical tax strategies contractors use to preserve cash flow and defer taxes legallyWhy compliance is the floor, not the ceiling — and how great CFOs bridge the field–office gapWhere AI, ERP systems, and automation are headed in construction finance Lee brings a rare perspective from years advising contractors across assurance, tax, bonding, and advisory — with real-world examples of how small financial and operational changes unlock outsized results.If you’re a construction CFO, controller, owner, or advisor looking to improve margins, bonding strength, and decision-making, this episode is a must-listen.📩 Subscribe to the Finance at the Jobsite newsletter:https://beiinghuman.com/newsletter🎙️ Finance at the Jobsite — where construction finance meets real jobsite reality.#FinanceAtTheJobsite #ConstructionFinance #ConstructionCFO#JobCosting #WIPReporting #Bonding #ConstructionAccounting#ConstructionTechnology #ERP #AIinConstruction #ContractorLeadership🔖 Hashtags

Construction doesn’t fail all at once — it drifts first.In this episode of Finance at the Jobsite, I sit down with Rob Duplain, an IBEW superintendent whose path into leadership was anything but traditional: dairy farm work ethic, Eagle Scout discipline, law enforcement training, and 16+ years across residential, commercial, industrial, and utility substation projects.We go deep on what actually separates strong superintendents from reactive ones:Why a “three-week lookahead” usually means you’re already behindHow great supers forecast manpower, materials, and sequencing like a chessboardWhere field–office handoffs break down — and what actually fixes themWhy documentation should protect crews, not police themWhen tech and voice tools help the field — and when they quietly slow work downThis is a masterclass in field-first leadership, strategic thinking, and building real trust between crews and the office — without buzzwords or theory.If you’re a superintendent, PM, estimator, or construction leader trying to reduce fire drills and run cleaner projects, this one’s for you.👉 Subscribe to our newsletter: https://beiinghuman.com/newsletter(New episodes, field insights, and finance-at-the-jobsite thinking delivered weekly)🎙️ Hosted by: Rishi SrivastavaCo-Founder & CEO, Being HumanHost, Finance at the Jobsite Podcast#FinanceAtTheJobsite #ConstructionLeadership #SuperintendentLife #IBEW#ConstructionManagement #FieldLeadership #JobsiteReality #ConstructionFinance#TradePride #Forecasting #ProjectControls #VoiceInConstruction🔖 Hashtags

Most contractors don’t fail because of bad work.They fail because of bad contracts.In this episode of Finance at the Jobsite, I sit down with Megan Shapiro, construction attorney, contract coach, and founder of Do It Like a Lawyer™, to break down why contracts are one of the most misunderstood—and most powerful—financial tools in construction.We talk about why so many subcontractors sign agreements they never read, how notice provisions quietly destroy cash flow, and why “no redlines accepted” is often a red flag, not a rule.Megan shares her OWN™ framework—Optimize, Weigh, Negotiate—and explains how construction leaders can:Reduce risk before the project startsProtect profitability without hiring a lawyer for every contractBuild real confidence in negotiations (even in high-pressure, male-dominated rooms)Use AI tools without outsourcing your judgmentTrain teams once instead of paying endless subscription feesThis conversation is essential listening for construction CFOs, controllers, owners, and trade partners who want their contracts to work for them—not against them.“Contractors don’t run out of work. They run out of cash.”🎙️ Guest: Megan Shapiro, Esq.Construction Contract Coach | Former Litigation Attorney | Founder, Converge Construction Summit📬 Get more conversations like thisSign up for the Finance at the Jobsite newsletter:👉 https://beiinghuman.com/newsletter-signup/#ConstructionFinance #ConstructionContracts #RiskManagement#CashFlow #CFO #Subcontractors #ConstructionLaw#FinanceAtTheJobsite #Leadership #WomenInConstruction#AIinConstruction #DoItLikeALawyer

What does it really take to manage a 1,100-home, multi-year reconstruction program—and keep the numbers honest?In this episode of Finance at the Jobsite, I sit down with Charles Britt, a construction leader with nearly 18 years in the Air National Guard who now oversees large-scale mechanical reconstruction at Keesler Air Force Base.Charles breaks down how military accountability shaped the way he thinks about money, contracts, and responsibility—and why every house on a job should be treated like its own standalone investment.We cover:Why cash flow is the oxygen of large projectsHow labor efficiency, materials, and rework make or break marginManaging 1,100 homes as a house-by-house portfolio, not a single jobUsing Dash, QuickBooks, Excel, and bill.com to see problems earlyWhere invoicing, approvals, and subcontractor communication break downWhy walking the jobsite reveals more than weekly reportsThe real cost of small inefficiencies and hidden wasteHow better data, systems, and voice tools could change field operationsThis is a practical conversation for owners, project managers, controllers, CFOs, and anyone who wants to speak both operations and finance fluently in construction.📬 Subscribe to the Finance at the Jobsite newsletter:https://beiinghuman.com/newsletter-signup/🎙 Finance at the Jobsite — real conversations about how construction actually works, where money is made or lost, and how leaders think on the ground.#FinanceAtTheJobsite #ConstructionFinance #JobCosting #CashFlow #ProjectManagement #ConstructionLeadership #FieldOperations #ConstructionTechnology

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Lymor Wasserman, a seasoned construction finance leader with nearly two decades of experience across HVAC, security, and telecom construction.Lymor shares practical, hard-won insights on what actually matters in construction finance — from unit-based billing and cash flow challenges in broadband construction to designing KPIs that help project managers run better jobs, not just satisfy leadership dashboards.You’ll hear a candid discussion on:The most useful KPIs for project managers, superintendents, and finance teamsWhy gross margin, forecast accuracy, DSO, and crew output matter more than vanity metricsHow to decide when granular cost allocation helps — and when a burden rate is smarterManaging cash flow without “pay-when-paid” protectionsDrawing healthy boundaries between finance support and operations ownershipWhy soft skills and change management matter more than ERP logosHow to break down the “us vs them” dynamic between field, ops, and accountingThis episode is packed with real examples, practical frameworks, and leadership lessons for anyone responsible for job cost visibility, financial operations, or driving change inside a construction company.📬 Get more insights like this — straight from the field to finance:👉 https://beiinghuman.com/newsletter-signup/If you’re a construction CFO, controller, PM, or operations leader trying to align numbers with reality in the field — this one’s for you.

What does a surety underwriter actually look for when deciding whether to support a contractor?In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Jacob Studer, Construction Surety Bond Underwriter at Travelers, to unpack how bonding decisions are really made — beyond ratios and checklists.Jacob brings a rare perspective, having worked in the field as a framer and electrician, run his own contracting businesses, and now underwrite bonds for contractors nationwide. That hands-on background shapes how he evaluates risk, character, and long-term potential.In this conversation, we cover:The 3 non-negotiables underwriters care about most (character, cash flow, and operating margin)Why one bad project can take down an otherwise healthy contractorHow surety underwriting differs from insurance and mortgage lendingWhat contractors can do to earn support even with imperfect financialsWhy WIP accuracy and financial discipline matter more than revenueHow contractors should think about stretch jobs and bonding capacityPractical ways AI and automation can make contractors more bondable todayIf you’re a contractor, CFO, controller, or advisor looking to grow safely — this episode is a must-listen.📩 Subscribe to the Finance at the Jobsite newsletter for more insights from construction finance leaders:👉 https://beiinghuman.com/newsletter-signup/#FinanceAtTheJobsite #ConstructionFinance #SuretyBonds #ConstructionAccounting #ContractorGrowth #CashFlowManagement #WIPReporting #ConstructionLeadership #AIInConstruction #Bonding

In this episode of Finance at the Jobsite, Rishi sits down with Zach Duncan, Project Manager at Knight Electric, who went from wiring docks right after high school to managing nationwide rollout programs and large-scale projects for Fortune 500 retailers.Zach shares how relentless curiosity, asking better questions, and “finding a room where you’re the dumbest person” fueled his rise from twisting wire nuts in small shops to running programs that span all 50 states, Puerto Rico, and beyond. He unpacks what he learned about logistics, permitting, and market differences between places like South Georgia and Washington State—and why sometimes you need to jump on a plane and sit down with the building department to get a permit unstuck.We dig into what strategic growth really looks like for a specialty trade contractor with 90–100 electricians in the field, why Knight is disciplined about staying in its retail “lane” (for now), and what needs to be true—financially and operationally—before saying yes to a $20–$100M data center job.You’ll also hear Zach’s practical take on:Bridging the gap between preconstruction and operations so handoffs don’t destroy marginAvoiding “financing the job” in the first 60–90 days through better terms, setups, and communicationThe contract red flags that can quietly shift risk onto the subcontractor—and how AI can help review them at scaleUsing tools like Excel, Power BI, Procore, and AI to track every dollar, tighten reporting, and make better bidsWhy making life easier for the field—fewer clicks, better tools, voice-to-text for daily logs—is the fastest path to better profitsHow AI, electrification, EV charging, and data centers are transforming the electrical trade into one of the most in-demand, six-figure career paths for 19-year-olds entering the workforceZach closes with a powerful pitch to young people who are unsure about college: why becoming an electrician lets you build the future, travel, earn quickly, and stack real, durable skills that AI can’t easily replace.👉 Stay ahead of construction finance, tech, and field-tested leadership lessons.Sign up for the Finance at the Jobsite newsletter: https://beiinghuman.com/newsletter-signup/Hashtags#FinanceAtTheJobsite #ConstructionFinance #ElectricalContractor #ConstructionLeadership #ConstructionBusiness #DataCenters #EVCharging #ConstructionTech #Trades #SkilledTrades #CommercialConstruction #JobsiteFinance

In this episode of Finance at the Jobsite, Rishi sits down with Dusty Stasch, a Project Manager at Ellingson Companies, whose career journey is a masterclass in field-driven leadership and financial discipline. Dusty started as a 19-year-old laborer in 2008 and worked his way up through foreman, superintendent, operations manager, and now PM—giving him a uniquely grounded understanding of cost, risk, and decision-making. Dusty shares:How seeing the business from every level reshaped his mindset around profitability and job costingWhy short-duration projects demand faster forecasting, tighter communication, and disciplined stops/startsThe real impact of weather, soil conditions, and field logistics—variables finance teams rarely see on a spreadsheetHow farmers, as “CEOs of multimillion-dollar operations,” require clear communication and expectation managementThe tech stack that transformed Ellingson’s operations: HCSS, Esri GIS, Microsoft Project, and Power BIHow calm, steady leadership reduces mistakes, improves morale, and protects marginsThe moment when job costing “clicked” and changed the way he operated foreverDusty’s story is the blueprint for how modern construction companies grow leaders who can bridge field reality and financial truth. Whether you’re a CFO, controller, PM, or superintendent—this episode gives you a clearer window into how great operations teams think.👉 Subscribe to the newsletter for episodes, tools, and insights:https://beiinghuman.com/newsletter-signup/#FinanceAtTheJobsite #ConstructionFinance #ProjectManagement #ConstructionLeadership #JobCosting #ConstructionOperations #FieldToFinance #ConstructionTechnology #HCSS #EsriGIS #PowerBI #ConstructionManagement #DrainTile #AgricultureConstruction #ContractorLife #BuiltWithAI #BeiingHuman

Patrick Allen, a 17-year Trimble veteran and leader of the U.S. New Logo AEC sales organization, joins Finance at the Jobsite to break down where construction technology is heading — and why the next 12–24 months will redefine how contractors operate.Patrick shares stories from two decades helping contractors transform their workflows, including:How connected construction eliminates silos and delivers real-time job cost visibilityWhy SMB contractors (under $10M) are now adopting tech faster than everThe biggest misconceptions owners still have about ERPsHow AI is about to reshape billing, bank rec, AP, reporting, and cost controlWhat separates contractors who succeed in digital transformation from those who stallThe mindset owners, CFOs, and PMs need to stay competitive in this new eraIf you’re a CFO, controller, PM, or construction leader trying to understand where technology is actually going, this episode delivers a candid, insider view from one of the most experienced voices in the AEC/O ecosystem.👉 Join 500+ construction finance leaders — sign up for the newsletter:https://beiinghuman.com/newsletter-signup/

In this episode of Finance at the Jobsite, Rishi sits down with Margie Morris, CCIFP — a respected surety advisor and partner at Guignard Company — who has spent her entire career helping contractors grow safely, strategically, and sustainably. Margie shares wisdom earned from decades in the industry — from underwriting at Travelers and Reliance, to advising contractors on bonding, financial strength, continuity planning, and major transitions like ESOPs and private equity.If you’re a CFO, controller, estimator, project executive, or owner in construction, this conversation will shift how you think about risk, bonding capacity, and financial discipline.Why bonding isn’t the painful process contractors fear — and what strong surety partnerships actually look likeThe two issues keeping contractors up at night: labor and continuityHow poor financial reporting quietly destroys bonding capacityWhy your accounting department is not “overhead” — it’s growth infrastructureESOPs vs. private equity: which transition paths work, which collapse, and whyThe #1 financial habit of contractors who grow past $50M+ successfullyWhy your WIP is your report card — and how sureties read itThe real pitfalls of rapid growth: cash flow drag, new hires, and cultural driftHow owners should think about winding down a company the right wayMargie also reveals the one habit CFOs can implement this month to immediately strengthen their surety profile.https://beiinghuman.com/newsletter-signup/#Surety #ConstructionFinance #Bonding #ConstructionLeadership #ESOP #PrivateEquity #ConstructionGrowth#WIPReporting #ConstructionCFO #FinanceAtTheJobsite #ConstructionRisk #ContractorSuccess #SuretyAdvisor

In this episode of Finance at the Jobsite, Rishi sits down with Mark Schwab, CEO & founder of CivilTakeoff.ai and operations leader at Elite Earthworks. Mark shares his unlikely journey from studying cinematography to becoming a construction tech founder — and why grading contractors desperately need better estimating and takeoff workflows.Drawing from his firsthand experience in HR, payroll, dispatch, job costing, equipment reporting, and IT, Mark explains why contractors misunderstand reporting, where finance teams struggle, and why estimating is still one of the most painfully manual parts of construction.We dive deep into:How writing SOPs exposed hidden workflow inefficienciesWhy most contractors misuse reporting (and the one report that really matters)How equipment profitability truly drives decisions in gradingWhy accurate job costing is life-or-death for Earthwork contractorsThe AI gap in takeoff — and why CivilTakeoff.ai chose to train custom vision modelsCommon misconceptions about AI in estimatingWhat early users taught them about intuitive UX in constructionThe challenges of building a contractor-first software companyWhy now is the best time for construction professionals to start tech companiesMark also opens up about the complexity of multi-step invoice approval, retention risks, and the hidden operational burdens many outsiders miss. Toward the end, he shares practical advice for construction leaders looking to build technology — even if they don’t have a coding background.👉 Subscribe to the Finance at the Jobsite newsletter:https://beiinghuman.com/newsletter-signup/#ConstructionTech #Estimating #Takeoff #CivilConstruction #Earthwork #ConstructionFinance #ContractorLife #AIinConstruction #FinanceAtTheJobsite #RishiSrivastava #CivilTakeoff #ConstructionInnovation

In this episode of Finance at the Jobsite, we dive deep into the human side of construction technology — why tools succeed, why they fail, and what construction finance leaders can do to make change actually work.Our guest, Victor Sturgis of First Rule Contract Manager, brings a rare blend of tax, construction advisory, and startup experience. From leading long-term contract calculations for major GCs to transforming how teams adopt technology, Victor shares some of the most practical leadership insights in the industry.You’ll learn:🔹 Why “all friction is good friction” in accounting, project teams, and tech rollouts🔹 The moment Victor realized construction needed better contract and data intelligence🔹 Why implementations fail even when the software is solid🔹 How CFOs and controllers can make a PACT (Performance, Alignment, Communication, Transition Support) with vendors🔹 The importance of helping people feel seen, heard, and supported🔹 What future-ready construction finance leadership looks like in the AI era🔹 The #1 mistake companies make during tech adoption — and how to avoid itThis episode is a must-listen for construction CFOs, controllers, AP leaders, and anyone responsible for driving organizational change.📬 Get our newsletter for more conversations like this:https://beiinghuman.com/newsletter-signup/#ConstructionFinance #ConstructionTech #CFO #Leadership #ChangeManagement #ContractManagement #AIinConstruction #FinanceAtTheJobsite

In this episode of Finance at the Jobsite, Rishi sits down with Dan Kraft, CPA, Tax Director at Dean Dorton and a nationally recognized expert in flow-through taxation across the construction, real-estate, and manufacturing sectors.Dan brings a rare blend of deep tax knowledge and genuine people-first communication. Known for breaking down complex tax concepts into plain English, he supports contractors, subcontractors, and multi-entity organizations in navigating an ever-changing tax landscape.Drawing on 20+ years in construction finance, Dan shares:From early days working with small subcontractors to leading major construction portfolio.Why cash flow discipline matters more than tax strategy — and how poor WIP management has sunk many companies.How to choose between S-corps, partnerships, and C-corps based on long-term goals — not short-term tax rates.Practical guidance on avoiding surprises and planning proactively.Why many growing contractors outgrow their internal accounting talent — and when to upgrade infrastructure.How foremen and PMs influence margins, leakage, and ultimately the company’s tax position.The must-review checklist: WIP, P&L categorization, fixed assets, and upcoming cash needs.Dan is active in the Construction Financial Management Association (CFMA) and advises leaders nationwide on tax strategy, entity structuring, and long-term planning.Whether you’re a CFO, controller, owner, or field leader — this episode will sharpen how you think about cash flow, tax planning, and risk.🔹 His path into construction and why he fell in love with the industry🔹 The biggest contractor tax blind spots🔹 Entity structure clarity🔹 What owners should watch in their K-1s, basis, compensation & distributions🔹 Scaling red flags🔹 Field-level decisions that impact tax🔹 What every CFO should review before year-end

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Jennifer Tindal, CFO at MSS Solutions (mechanical contractor) and longtime CFMA leader in Charlotte, to unpack what it really takes to build a best-in-class finance organization inside a complex construction business.Jennifer shares how she “accidentally” fell into construction accounting, why she stayed, and how working across material suppliers, GCs, and subcontractors shaped the way she leads today. From job costing and WIP to AP automation and culture, this is a masterclass in finance leadership for construction.🎧 In this conversation, we cover:Jennifer’s unconventional path into construction finance and why the industry hooked herLessons from working on the vendor, GC, and subcontractor sides—and how that shapes her decisions as CFOHow MSS keeps job cost, cash flow, and performance aligned across HVAC, automation, fire/security, and fabrication divisionsThe rhythms that actually work: JSR meetings, regional reviews, and cross-functional huddles between ops and accountingBalancing 80% project work and 20% service without creating ERP and process chaosCoaching teams to read WIP reports as insight, not just numbers, and how to tell a compelling story to lenders and suretiesWhat she looks for in technology and AP automation tools—and why human buy-in matters more than featuresTurning accountants into business partners, not data processors: delegation, empowerment, and letting people “stub their toe”How CFMA peer groups sharpened her leadership, benchmarks, and technology decisionsMSS’s roadmap for the next 12–18 months: divisional finance leaders, regional accounting talent, and a culture where team success comes first📩 Stay in the loop:For more construction finance insights, tools, and episode recaps, subscribe to the Beiing Human newsletter:https://beiinghuman.com/newsletter-signup/👉 Follow Finance at the Jobsite for more conversations with the people building the future of construction finance.

In this episode of Finance at the Jobsite, Rishi sits down with Shreesha Ramdas, Founder & CEO of Lumber, to break down one of the biggest challenges in construction finance today: how to unify payroll, workforce management, compliance, and job costing using purpose-built AI.Shreesha shares his journey from building multiple SaaS companies (LeadFormix → SAP, StrikeDeck → Medallia) to entering construction—a world still dominated by spreadsheets, manual workflows, and fragmented back-office systems. What he discovered became the foundation for Lumber:a platform that automates complex payroll, prevailing wage, certified payroll, time tracking, and compliance with high accuracy, auditability, and human-in-the-loop guardrails. Shreesha’s origin story and why he pivoted from customer-success SaaS to construction tech.Why recruiting, retaining, and supporting craft workers is THE bottleneck for contractors today.How AI can automate up to 95% of payroll compliance checks—and where human judgment is still essential.Why most construction ERPs are “systems of record,” and how Lumber acts as a system of action on top of them.The importance of anomaly detection, audit trails, explainability, and domain-trained LLMs.Real examples: how contractors caught labor leakage, misclassifications, and overtime errors using AI.The evolving role of the construction controller—from historical reporter to strategic risk manager.A realistic roadmap for CFOs who want to build a connected, real-time back office. “We don’t sell AI—we sell predictability and auditability powered by AI.” — Shreesha RamdasStay ahead of construction finance, AI, and jobsite innovation:https://beiinghuman.com/newsletter-signup/🔍 What We Cover in This Episode💡 Key Insight📩 Subscribe to the Newsletter

What does full-cycle accounting really look like in construction? Controller Ben Yeh shares how he cut aged receivables from $600,000 to near zero, built smarter 60-day cash flow forecasts, and turned finance and field teams into true partners.In this conversation with Rishi Srivastava, founder of Beiing Human, Ben dives deep into:Building trust between finance and operations teamsCatching margin erosion before it hits your P&LCommunicating complex financial realities to ownershipLessons from ERP transitions, cash flow forecasting, and payables automationWhy humility, curiosity, and collaboration make great controllersIf you’re a construction CFO, controller, or owner, this episode will reshape how you think about accounting — not as data entry, but as a real-world management tool.🎙️ Finance at the Jobsite is where construction finance meets the field.Subscribe on Spotify, Apple Podcasts, or YouTube — and join the newsletter for exclusive insights and upcoming episodes:👉 https://beiinghuman.com/newsletter-signup/

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Isha Juneja, co-founder and CEO of ContraVault AI, to explore her bold journey from corporate life at NatWest and Microsoft to becoming a two-time startup founder.Isha shares how her first company, UltraPOS, was acquired by SuperTails—and what she learned about ownership, grit, and starting again. She breaks down how Contravault AI uses generative AI to uncover hidden risks in complex RFPs and tenders, transforming how companies bid and make multi-million-dollar decisions.They also dive into:The spark that pushed Isha from corporate to entrepreneurshipLessons from building a startup with family and balancing boundariesHow GenAI is changing procurement, construction, and risk managementWhy every AI process should still “end with a human”Her advice for leaders, CFOs, and women entrepreneurs taking the plunge📈 Subscribe to Finance at the Jobsite to hear how construction leaders are connecting back-office finance with field execution — and building smarter, faster, and more profitable projects.🔗 Newsletter: beiinghuman.com/newsletter-signup

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Melissa Dick, co-founder of Atlas CFO and former mechanical contractor CFO, to explore what it really takes to build accurate financials and systems that drive confident decision-making.Melissa shares her journey from public accounting to running a mechanical contracting business — and the unique perspective that shaped her framework for strong financial management. Together, they break down:✅ Why many contractors focus too much on taxes instead of visibility✅ The 4-step framework for getting from transactions to strategy✅ How to build reliable WIP reports that actually match reality✅ The balance between timeliness and accuracy in accounting✅ The critical role of technology, training, and process discipline✅ Practical advice for contractors struggling with reconciliationsIf you’ve ever wondered how to connect the back office with the field — and turn your accounting into a true decision-making tool — this conversation is for you.🎙️ Subscribe to Finance at the Jobsite for more insights from construction CFOs, controllers, and industry leaders.📰 Join our newsletter: beiinghuman.com/newsletter-signup

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Shane Dick, CPA and co-founder of Atlas CFO, to unpack how contractors can turn financial data into strategic growth.Shane shares the story behind the Atlas Growth Model — a framework that connects transactions, reconciliations, and financials to forward-looking strategy. From managing job mix and overbillings to forecasting three years ahead, Shane explains how contractors can strengthen cash flow, avoid risky jobs, and build lasting value.💡 Topics Covered:Why job mix determines profitabilityThe truth about cash flow myths and overbillingsHow to forecast growth and manage banking relationshipsThe link between balance sheets and P&LsReal-world examples of better job selection and financial visibility🎙️ Guest: Shane Dick, CPA, Co-Founder at Atlas CFO🎧 Host: Rishi Srivastava, CEO of Beiing Human and Host of Finance at the Jobsite📩 Stay in the loop: Sign up for the Finance at the Jobsite newsletterhttps://beiinghuman.com/newsletter-signup/

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Erin Khan, Director of Operations at Women in Construction Tech and former innovation leader at Suffolk Construction and Morley Builders.Erin shares her journey from GC operations to independent consulting—and the lessons learned about bridging the gap between construction’s field realities and fast-moving technology.💡 Topics we cover:Why training and implementation—not software—are the biggest modernization challengesHow mid-market contractors can plan their first 90 days of digital transformationWhat makes or breaks field adoption of tools like Bluebeam and BIM 360KPIs and criteria for scaling successful pilots across jobsitesThe role of AI in finance — where to automate, and where humans must stay in the loopVoice data as an untapped goldmine for risk and cash-flow insightsEmpowering underrepresented talent and women leaders in construction innovation🎙️ “You don’t get what you expect—you get what you inspect.”Listen now and learn how to align people, process, and technology to build smarter, faster, and more profitably.📩 Stay connected: Sign up for our Finance at the Jobsite newsletterhttps://beiinghuman.com/newsletter-signup/#ConstructionFinance #ConstructionTech #WomenInConstruction #AIAutomation #FinanceAtTheJobsite #BeiingHuman

In this episode of Finance at the Jobsite, host Rishi Srivastava (Founder & CEO of Beiing Human) sits down with Neil Shah, CEO of the Construction Financial Management Association (CFMA), to explore the evolving role of finance leaders in construction.From aerospace engineering to construction finance, Neil shares lessons from his global career and how they apply to today’s challenges — from risk management and margin pressure to AI adoption and talent retention.💡 In this episode, you’ll learn:Why today’s CFOs are also the CTO, CRO, and Chief Talent OfficerHow CFMA’s Financial Benchmarker helps contractors measure “what good looks like”The future of AI, automation, and data-driven decision making in construction financeWhy community, mental health, and continuous learning matter more than everWhat every finance leader can do to move from historian to strategic partnerWhether you’re a CFO, controller, or construction tech leader, this conversation offers a panoramic view of where the industry is headed — and how to lead with curiosity, agility, and purpose.🎙️ Listen now and subscribe on Spotify, Apple Podcasts, or YouTube.👉 Join our newsletter for new episodes and insights from top construction finance leaders here:https://beiinghuman.com/newsletter-signup/#FinanceAtTheJobsite #ConstructionFinance #CFMA #NeilShah #BeiingHuman #APAutomation #ConstructionTech #CFOLeadership #ConstructionIndustry #AIinConstruction #JobsiteFinance

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Scott Damecki, Construction Industry Practice Leader at CohnReznick, to unpack what’s ahead for contractors as the market cools heading into 2026.Scott shares insights from over 25 years in construction accounting — revealing how finance leaders can stay resilient through policy changes, tariffs, labor shortages, and shifting federal spending priorities.💬 Topics discussed:The real state of construction finance in late 2025Navigating uncertainty and slowing federal fundingWhy strong job cost reporting and forecasting matter more than everThe evolving role of CFOs and controllers in contractor growthHow technology and culture drive firm performanceWhether you’re a CFO, controller, or project leader, this episode helps you prepare your business for what’s next in construction finance.📩 Subscribe to our newsletter for exclusive insights:👉 beiinghuman.com/newsletter-signup/🔖 #ConstructionFinance #CFO #Accounting #ConstructionIndustry #FinanceAtTheJobsite #ConstructionTechnology #JobCosting #Contractors #CohnReznick #BeiingHuman #AIAutomation #CashFlowManagement #ConstructionLeadership

In this episode of Finance at the Jobsite, Rishi sits down with Bobby Giurintano, Founder of Premium Recovery Experts, to explore how contractors can uncover hidden profits buried in workers’ comp audits, insurance renewals, and employee benefit costs.Bobby shares how a failed hockey dream led to a thriving career in profit recovery, the “EPIC” formula that keeps entrepreneurs moving through failure, and how his team has helped construction firms recover over $2 million in overpaid premiums.From spotting audit errors to leveraging preventative health plans that reduce employee turnover, this conversation connects the dots between smart financial strategy, cost containment, and leadership resilience.💡 Highlights:How workers’ comp audits often leave hidden refunds on the tableThe three biggest mistakes causing premium overpaymentsWhy construction CFOs should “audit the auditors”Preventative health plans as a retention and savings strategyBobby’s EPIC framework: Effort, Patience, Improvement, Consistency🎙️ Finance at the Jobsite is where construction finance meets the field — hosted by Rishi Srivastava, Founder & CEO of Beiing Human.👉 Watch on YouTube: https://youtu.be/📧 Join the newsletter: https://beiinghuman.com/newsletter-signup🌐 Learn more: https://beiinghuman.com#ConstructionFinance #APAutomation #ProfitRecovery #WorkersComp #FinanceAtTheJobsite #BeiingHuman

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Jennifer Murphy, CFO of Pleune Service Company and National Chair of CFMA (Construction Financial Management Association).Jennifer shares how she helped transform a Michigan mechanical contractor into a thriving employee-owned (ESOP) business, leading with financial transparency, process discipline, and people-first culture.You’ll learn:How ESOP ownership changes company behavior and motivationWhat makes WIP meetings accurate, fast, and valuableHow to shorten the cash conversion cycle with simple reportsWhy field techs resist (and later love) mobile work ordersWhere Sage 300 + Timberscan + Field Ops excel—and where they fall shortWhy AI and succession planning are now boardroom topics for CFOsJennifer’s story combines financial rigor, leadership humility, and actionable tactics every construction finance leader can apply.📩 Join our newsletter for more episodes, insights, and construction finance content: beiinghuman.com/newsletter-signup

From his journey at WeWork, Procore, and Occupier to launching Billy, Nyasha shares how missing one insurance clause or endorsement can derail cash flow—and why compliance lives between systems and teams.They explore:Why construction compliance isn’t just paperwork—it’s profit protectionHow to reframe compliance from a cost center to a value driverWhat small contractors can learn from enterprise workflowsThe role of AI and real-time data in reducing friction between finance and the fieldHis vision for compliance as a real-time control that protects marginWhether you’re a CFO, controller, or operations leader, this episode will change how you think about risk, insurance, and collaboration.🎙️ Hosted by Rishi Srivastava, Founder of Beiing Human.📍 Watch on YouTube or listen on Spotify — search “Finance at the Jobsite.”To get the next episode delivered directly to your inbox signup here to our newsletter:https://beiinghuman.com/newsletter-signup/

How do you grow from writing crystal reports in college to leading technology for one of the nation’s largest contractors? In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Jerry Horani, CTO of VCC Construction, to explore his 21-year journey and the lessons he’s learned building scalable systems in a change-resistant industry.Jerry shares how VCC’s culture of constant innovation shaped his leadership style, why “IA before AI” is essential for successful analytics, and what it takes to align technology with business strategy in construction. From e-forms and electronic signatures to data warehousing, AI, and even blockchain-driven ERP, Jerry explains how to balance failing fast with long-term vision.If you’re a CFO, controller, or construction leader looking to understand how technology can transform field operations and finance, this conversation is packed with insights you can put to work today.To get the next episode delivered directly to your inbox signup here to our newsletter:https://beiinghuman.com/newsletter-signup/

About the Guest:Luke Nelson is a seasoned construction finance leader who has served as controller, CFO, and now fractional CFO to contractors across the U.S. He helps owners and project teams align operations and finance, negotiate retainage, and make better decisions using real-time job cost data.Episode Highlights:In this Finance at the Job Site episode, Rishi and Luke dive into:Luke’s journey from public accounting → controller → CFO → fractional CFOLessons on overcoming imposter syndrome and earning a seat at the tableCultural and regional differences in construction finance practicesWhy bank balance–based decision-making leads to cash flow surprisesHow to use WIP reports to stay ahead of revenue and margin slippagePractical strategies for negotiating retainage and avoiding fee fadeWhy project managers need to be financially literate to protect profitThe importance of monthly project reviews — and how to run them wellThe future role of the construction CFO — and where AI fits in📺 Watch on YouTube🔔 Follow Finance at the Job Site so you never miss an episode!📢 Hashtags:#FinanceAtTheJobSite #ConstructionFinance #ConstructionCFO #FractionalCFO #Retainage #CashFlow #FeeFade #WIPReports #ConstructionLeadership #ConstructionPodcast #BuildBetterContractorsTo get the next episode delivered directly to your inbox signup here to our newsletter:https://beiinghuman.com/newsletter-signup/

About the Guest:Jason Sain is the founder of One Degree, a consulting firm helping construction companies improve leaders, processes, and technology “one degree at a time.” Over his 25+ year career, Jason has grown revenues by more than $300M, opened four offices at D’Angelis Diamond, and led teams through ERP implementations, Procore rollouts, and major operational transformations.Episode Highlights:In this Finance at the Job Site episode, Rishi and Jason discuss:How early lessons on a survey crew shaped Jason’s leadership styleBuilding better builders through people-first leadership and clear SOPsTurning job cost reports into actionable forecasts — like a weather reportStrategies to avoid fee fade and manage project riskWhy tech rollouts fail — and how to get them rightRetaining top talent and preparing for the next generation of construction leaders🎧 Listen & Subscribe:If you want to level up your leadership, improve forecasting, and future-proof your construction business, hit play now. Don’t forget to follow the show on Spotify and subscribe on YouTube so you never miss an episode.📢 Hashtags:#FinanceAtTheJobSite #ConstructionFinance #ConstructionLeadership #ConstructionTechnology #FeeFade #ERP #Procore #ProjectManagement #PeopleFirstLeadership #ConstructionPodcast #BuildBetterBuildersTo get the next episode delivered directly to your inbox signup here to our newsletter:https://beiinghuman.com/newsletter-signup/

People > Process > Tech: AJ Waters (Kahua) on Real-World Digital Transformation in ConstructionConstruction isn’t “slow to adopt tech”—it’s struggling to integrate it. In this Finance at the Jobsite episode, AJ Waters (Chief Evangelist, Kahua; ex-Kiewit, Google) shares hard-won lessons from major ERP and project platform rollouts: why people-first change wins, how to meet the field where they are, and the true cost of doing nothing.What you’ll learnWhy the order of operations matters: People → Process → TechnologyHow to involve the field early (and what to do if they hate the tool)The cost of doing nothing vs. subscription fees and implementation costsWhere AI helps today (data entry, retrieval, predictive alerts) vs. where it’s overhypedTraining that works: flip the classroom and go heavy on short, on-demand videosWhy connected stakeholder networks (owner ↔ GC ↔ subs ↔ agencies) beat walled gardensHow to balance speed with adoption and avoid sunk-cost death spiralsMemorable quotes“If the field hates it, you’ve failed. Adoption is the metric that matters.”“Stop counting the price of new software and start counting the cost of doing nothing.”“Innovation isn’t a project—it’s a culture.”GuestAJ Waters — Chief Evangelist at Kahua; former Kiewit training lead for enterprise rollouts and former program manager at Google for construction tech selection and deployment.TopicsDigital transformation, change management, construction ERP, project platforms, AI in construction, field adoption, training design, connected data, risk & ROI.Tags#construction #constructionfinance #ERP #projectmanagement #digitaltransformation #changemanagement #AI #Kahua #Kiewit #jobsite #CFO #PMWant more episodes like this? Subscribe and drop your biggest tech-adoption question in the comments.To get the next episode delivered directly to your inbox signup here to our newsletter:https://beiinghuman.com/newsletter-signup/