Explore every episode of the podcast Finance at the Jobsite
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Jennifer Murphy (CFMA Chair): Inside ESOP Culture, WIP Discipline & the Future of Construction Finance | 11 Oct 2025 | 00:46:03 | |
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:
Jennifer’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 | |||
| Compliance Without the Chaos: Nyasha on Turning Construction Risk Into ROI | 05 Oct 2025 | 00:33:34 | |
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:
Whether 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. To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| From Bean Counter to Strategic Partner: The CFO’s Playbook for Cash Flow & Risk | 22 Aug 2025 | 00:46:33 | |
Cash Flow Management, Financial Risks & Tech in Construction How can CFOs in construction manage cash flow, financial risks, and technology investments more effectively? In this episode of the Construction CFO Podcast, host Rishi Srivastava interviews Jordan Anderson, a seasoned construction CFO, on the evolving role of finance leaders and the future of financial strategy in the industry. From navigating cash flow management and financial risks to leveraging automation and reporting tools, Jordan shares practical insights on how CFOs can become true strategic partners in construction.
Here’s the list with all timestamps removed:
Would you like me to turn this into a bulleted YouTube description with chapter markers (so viewers can jump to sections)? If you’re a CFO, controller, or financial leader in construction, this episode is packed with insights you won’t want to miss. 🔔 Subscribe for more conversations with top CFOs: https://www.youtube.com/@BeiingHumanAccounting #ConstructionFinance #CFO #ConstructionIndustry #CashFlow #FinancialStrategy #Automation #ProjectManagement To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| Cash Flow, Risk & Strategy: How Construction CFOs Can Win in 2025 And Beyond | 17 Aug 2025 | 00:49:59 | |
In this episode of the Construction CFO Podcast, host Rishi Srivastava sits down with Matt Robinson, CFO of Swain Electric, to explore the realities of leading finance in the construction industry. Matt shares his journey from public accounting and manufacturing into construction finance, and what surprised him most about the industry — from manual processes to the high level of collaboration among peers. He discusses:
Whether you’re a CFO, controller, or finance leader in construction, this episode offers actionable insights on cash flow, risk, leadership, and the future of technology in the industry. To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| From Support Engineer to CTO: Jerry Horani on Innovation, Data, and the Future of Construction Tech | 03 Oct 2025 | 00:32:32 | |
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/ | |||
| From Controller to Fractional CFO: Luke Nelson on Cash Flow, Retainage & Building Better Contractors | 18 Sep 2025 | 00:46:44 | |
About the Guest: Episode Highlights:
📢 Hashtags: To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| Build Better Builders: People, Processes & Forecasts with Jason Sain | 18 Sep 2025 | 00:32:30 | |
About the Guest: Episode Highlights:
🎧 Listen & Subscribe: 📢 Hashtags: To 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 Construction | 15 Sep 2025 | 00:44:05 | |
People > Process > Tech: AJ Waters (Kahua) on Real-World Digital Transformation in Construction Construction 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 learn
Memorable quotes
Guest Topics Tags Want 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/ | |||
| Kevin Jacobs (CCIFP) on WIP Mastery, Cash Flow, and Scaling with the Right ERP | 11 Sep 2025 | 00:44:10 | |
Construction finance is a different animal. In this episode, Kevin Jacobs, CCIFP—fractional CFO and longtime finance leader across construction, steel, and manufacturing—explains why the WIP schedule is the heartbeat of a contractor, how to stay liquid during growth and downturns, and what to prioritize when choosing and training on ERPs like Vista, SAP, NetSuite, and QuickBooks. We also dig into PM–finance communication, culture and M&A, and where AI helps AP teams move from data entry to decision-making. What you’ll learn
About Kevin Jacobs, CCIFP Chapters
If you want to watch video of this podcast, here is the YouTube link: https://youtu.be/xlPtT1Mkr-g?si=FoGuP8NCXxeczzWO Resources mentioned
Connect
Like what you heard? #ConstructionFinance #CCIFP #CFMA #WIP #CashFlow #ConstructionERP #FractionalCFO #APAutomation #Vista #NetSuite #SAP #QuickBooks To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| Top 5 Dangerous Construction Contract Clauses (with Eliot Wagonheim) | Finance at the Jobsite | 08 Sep 2025 | 00:54:45 | |
Construction contracts aren’t scary—if you know where the real risk hides. In this episode of Finance at the Jobsite, host Rishi Srivastava (Beiing Human) sits down with Eliot Wagonheim—construction attorney and founder of First Rule Contract Manager—to unpack the five most dangerous clauses, how to get paid on change orders, and where AI truly helps (and where it doesn’t). What you’ll learn
Chapters
Guest Host If this helped you: Hashtags: To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| Finance at the Jobsite | Doug Harrah on Communication, Cash Flow & The Future of the Construction CFO | 01 Sep 2025 | 00:19:57 | |
In this episode of Finance at the Jobsite (formerly the Construction CFO Podcast), host Rishi Srivastava sits down with Doug Harrah, CFO at Neighborgall Construction, to talk about the evolving role of finance leaders in construction. Doug shares his journey from working in the field to leading finance, his philosophy on communication and teamwork, and the biggest challenges construction CFOs face today — from managing cash flow and subcontractor relationships to leveraging technology and AI for efficiency. 🔑 Key topics covered:
📊 Whether you’re a construction CFO, controller, or operations leader, this episode offers valuable insights into leadership, financial strategy, and technology adoption in construction. If you want to watch video podcast, here is the Youtube link of full podcast: 👉 Subscribe for more conversations with construction finance leaders. To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| Joe Harper on Cash Flow, Tech, and the Future of Construction Finance | 26 Aug 2025 | 00:33:39 | |
In this episode of the Construction CFO Podcast, host Rishi Srivastava (Beiing Human) sits down with Joe Harper, CFO of Kelley Bros Roofing, to talk about the evolving role of the construction CFO. Joe shares his career journey, lessons from the field, and the mindset shifts CFOs must embrace in today’s construction industry. Topics covered include:🔹 Joe’s unique path from aspiring archaeologist to construction CFO🔹 Why cash flow management is about relationships, not spreadsheets🔹 The growing role of technology and risk management in finance🔹 Insights on pay-when-paid vs pay-if-paid clauses🔹 How Kelley Bros balances paying subs promptly while protecting margins🔹 Technology wins (and fails) in construction finance🔹 Why the future CFO must blend AI, forecasting, and people skills. If you’re a construction CFO, controller, or financial leader, you’ll find practical insights on managing risk, adopting technology, and leading with vision. 📊 About the Podcast: The Construction CFO Podcast explores the financial side of building. Each episode brings candid conversations with construction finance leaders about cash flow, risk, technology, and leadership. 👉 Subscribe for more conversations with CFOs and controllers who are shaping the future of construction finance. If you want to watch video podcast recording of this episode, here is the link: https://www.youtube.com/watch?v=PcSbaKh68YQ To get the next episode delivered directly to your inbox signup here to our newsletter: https://beiinghuman.com/newsletter-signup/ | |||
| From Microsoft to Construction AI Founder: Isha Juneja on Building ContraVault and Redefining Risk in Construction | 03 Nov 2025 | 00:34:41 | |
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:
📈 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 | |||
| From CPA to Construction CFO: Melissa Dick on Accurate Financials and Real-World Systems | 31 Oct 2025 | 00:40:43 | |
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: If 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 | |||
| Forecasting the Future: How Contractors Can Build Value and Cash Flow with Shane Dick of Atlas CFO | 29 Oct 2025 | 00:30:55 | |
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:
🎙️ Guest: Shane Dick, CPA, Co-Founder at Atlas CFO 📩 Stay in the loop: Sign up for the Finance at the Jobsite newsletter https://beiinghuman.com/newsletter-signup/ | |||
| Building the Bridge: From Field Reality to Construction Tech Innovation with Erin Khan | 24 Oct 2025 | 00:40:16 | |
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:
🎙️ “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 newsletter https://beiinghuman.com/newsletter-signup/ #ConstructionFinance #ConstructionTech #WomenInConstruction #AIAutomation #FinanceAtTheJobsite #BeiingHuman | |||
| Neil Shah (CFMA CEO): Building Smarter Construction Finance — Risk, Data, and the Future of the CFO | 22 Oct 2025 | 00:29:05 | |
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:
Whether 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. https://beiinghuman.com/newsletter-signup/ #FinanceAtTheJobsite #ConstructionFinance #CFMA #NeilShah #BeiingHuman #APAutomation #ConstructionTech #CFOLeadership #ConstructionIndustry #AIinConstruction #JobsiteFinance | |||
| The 2026 Construction Outlook: CFO Strategies for a Shifting Market with Scott Damiecki (CohnReznick) | 18 Oct 2025 | 00:52:56 | |
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:
Whether 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: 🔖 #ConstructionFinance #CFO #Accounting #ConstructionIndustry #FinanceAtTheJobsite #ConstructionTechnology #JobCosting #Contractors #CohnReznick #BeiingHuman #AIAutomation #CashFlowManagement #ConstructionLeadership | |||
| Finding Hidden Profit: How Bobby Giurintano Helps Contractors Recover What They’ve Overpaid | 16 Oct 2025 | 00:32:58 | |
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:
🎙️ 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/ #ConstructionFinance #APAutomation #ProfitRecovery #WorkersComp #FinanceAtTheJobsite #BeiingHuman | |||
| From Receivables to Relationships: Controller Ben Yeh on Aligning Finance and the Field | 10 Nov 2025 | 00:53:06 | |
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:
If 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. | |||
| AI, Payroll, and the Future of Construction Finance — Shreesha Ramdas, Founder & CEO of Lumber | 15 Nov 2025 | 00:30:46 | |
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:
“We don’t sell AI—we sell predictability and auditability powered by AI.” — Shreesha Ramdas Stay ahead of construction finance, AI, and jobsite innovation: 🔍 What We Cover in This Episode💡 Key Insight📩 Subscribe to the Newsletter | |||
| Managing 1,100 Homes Like an Investment Portfolio | Cash Flow, Job Costing & Field Reality | 22 Dec 2025 | 00:23:54 | |
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:
This 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: 🎙 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 | |||
| Breaking the Finance vs Ops Wall: KPIs, Cash Flow & Change Management in Construction | 18 Dec 2025 | 00:44:07 | |
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:
This 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: 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. | |||
| From “Accidental” Hire to Best-in-Class CFO: Jennifer Tindal on Construction Finance, Culture & Collaboration | 20 Nov 2025 | 00:41:04 | |
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:
📩 Stay in the loop: 👉 Follow Finance at the Jobsite for more conversations with the people building the future of construction finance. | |||
| How Surety Underwriters Really Think: Cash Flow, Risk & Smart Growth in Construction | 15 Dec 2025 | 00:42:44 | |
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:
If 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: #FinanceAtTheJobsite #ConstructionFinance #SuretyBonds #ConstructionAccounting #ContractorGrowth #CashFlowManagement #WIPReporting #ConstructionLeadership #AIInConstruction #Bonding | |||
| From 19-Year-Old Electrician to Nationwide Project Leader – Zach Duncan on Smart Growth, Cash Flow & Data Centers | 11 Dec 2025 | 00:40:06 | |
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:
Zach 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. Hashtags | |||
| From 19-Year-Old Laborer to Project Manager: Dusty Stasch on Cost, Weather Risk & Leading in the Field | 09 Dec 2025 | 00:26:37 | |
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:
Dusty’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: #FinanceAtTheJobsite #ConstructionFinance #ProjectManagement #ConstructionLeadership #JobCosting #ConstructionOperations #FieldToFinance #ConstructionTechnology #HCSS #EsriGIS #PowerBI #ConstructionManagement #DrainTile #AgricultureConstruction #ContractorLife #BuiltWithAI #BeiingHuman | |||
| How Trimble’s Patrick Allen Sees the Future of Construction Tech: Connected Platforms, AI, and the New Competitive Edge | 08 Dec 2025 | 00:51:47 | |
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:
If 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: | |||
| Surety Secrets Every Contractor Should Know — Margie Morris, CCIFP on Bonding, Growth, ESOPs & Contractor Risk | 04 Dec 2025 | 00:37:39 | |
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.
Margie 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 | |||
| From Earthwork to AI: Mark Schwab on Building CivilTakeoff.ai & Fixing Construction’s Estimating Bottleneck | 02 Dec 2025 | 00:34:05 | |
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:
Mark 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: #ConstructionTech #Estimating #Takeoff #CivilConstruction #Earthwork #ConstructionFinance #ContractorLife #AIinConstruction #FinanceAtTheJobsite #RishiSrivastava #CivilTakeoff #ConstructionInnovation | |||
| The Human Side of Construction Tech & Change Management — with Victor Sturgis | 25 Nov 2025 | 00:41:27 | |
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 This 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: #ConstructionFinance #ConstructionTech #CFO #Leadership #ChangeManagement #ContractManagement #AIinConstruction #FinanceAtTheJobsite | |||
| Construction Tax Blind Spots, WIP Discipline & Smart Entity Choices — with Dan Kraft, CPA (Dean Dorton) | 22 Nov 2025 | 00:40:04 | |
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 | |||
| Building Trust at Scale: Engineering Reliable Construction Finance Systems with Samuel McAravey | 26 Jan 2026 | 00:35:07 | |
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:
If 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: #ConstructionFinance #ConstructionTechnology #FinTech #ERPIntegration #APAutomation | |||
| Culture Is the Control System: How Construction CFOs Win With People, Not Just Numbers | 15 Jan 2026 | 00:53:03 | |
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:
If 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: #FinanceAtTheJobsite #ConstructionCFO #ConstructionLeadership | |||
| From Spreadsheets to Systems: How Contractors Fix Disconnected Accounting with Gavin Dick | 12 Jan 2026 | 00:26:42 | |
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:
This 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: #ConstructionFinance #ConstructionAccounting #ERP #ConstructionTech #APAutomation #JobCosting #CFO #Controller #BackOffice #FinanceAtTheJobsite | |||
| Cash Flow, WIP, and Tax Strategy: A CFO Playbook for $1M–$30M Contractors (with Cody Daniels, CPA) | 05 Jan 2026 | 00:50:13 | |
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:
This 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: 🎙️ 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 Is the Floor: How Construction CFOs Use Data, Tax & Tech to Win | 31 Dec 2025 | 00:50:24 | |
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:
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: 🎙️ Finance at the Jobsite — where construction finance meets real jobsite reality. #FinanceAtTheJobsite #ConstructionFinance #ConstructionCFO 🔖 Hashtags | |||
| From the Field to the Chessboard: How Great Superintendents Think Five Moves Ahead | 29 Dec 2025 | 00:40:53 | |
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:
This 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 🎙️ Hosted by: Rishi Srivastava #FinanceAtTheJobsite #ConstructionLeadership #SuperintendentLife #IBEW 🔖 Hashtags | |||
| Contracts Are a Financial Weapon: Megan Shapiro on Risk, Cash Flow & Confidence | 24 Dec 2025 | 00:50:11 | |
Most contractors don’t fail because of bad work. 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:
This 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. 📬 Get more conversations like this #ConstructionFinance #ConstructionContracts #RiskManagement | |||