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Explore every episode of the podcast Finance at the Jobsite

Dive into the complete episode list for Finance at the Jobsite. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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1–39 of 39

TitlePub. DateDuration
Jennifer Murphy (CFMA Chair): Inside ESOP Culture, WIP Discipline & the Future of Construction Finance11 Oct 202500:46:03

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:

  • How ESOP ownership changes company behavior and motivation

  • What makes WIP meetings accurate, fast, and valuable

  • How to shorten the cash conversion cycle with simple reports

  • Why field techs resist (and later love) mobile work orders

  • Where Sage 300 + Timberscan + Field Ops excel—and where they fall short

  • Why AI and succession planning are now boardroom topics for CFOs

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 ROI05 Oct 202500:33:34

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:

  • Why construction compliance isn’t just paperwork—it’s profit protection

  • How to reframe compliance from a cost center to a value driver

  • What small contractors can learn from enterprise workflows

  • The role of AI and real-time data in reducing friction between finance and the field

  • His vision for compliance as a real-time control that protects margin

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.
📍 Watch on YouTube or listen on Spotify — search “Finance at the Jobsite.”


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From Bean Counter to Strategic Partner: The CFO’s Playbook for Cash Flow & Risk22 Aug 202500:46:33

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.

  • Jordan’s career journey shaped by the Great Recession

  • Why the CFO role now includes technology & IT responsibilities

  • The challenges of cash flow management in construction projects

  • How to identify and mitigate financial risks like delays & retainage

  • The power of automation and reporting for project performance

  • Strategies to manage cost overruns and improve collaboration

  • Why CFOs must be seen as strategic leaders, not just bean counters

  • “You have to get started.”

  • “The hardest part is getting started.”

  • “What is that magic wand wish I had?”

Here’s the list with all timestamps removed:

  • Introduction to Jordan Anderson and Career Path

  • Evolution of the CFO Role in Construction

  • Evolving Cash Flow Management Strategies

  • Navigating Financial Risks in Construction

  • Technology Investments: Successes and Pitfalls

  • Envisioning the Perfect Construction Finance Tool

  • Managing Cost Overruns: Strategies for Course Correction

  • Misconceptions About the CFO Role in Construction

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
🎧 Listen on Spotify: https://open.spotify.com/show/3XT7tZ9sB8DcugbY85XlcA?si=VcUW1N6ET8uSsvN8syLn5w

#ConstructionFinance #CFO #ConstructionIndustry #CashFlow #FinancialStrategy #Automation #ProjectManagement


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Cash Flow, Risk & Strategy: How Construction CFOs Can Win in 2025 And Beyond17 Aug 202500:49:59

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:

  • The toughest parts of cash flow management in construction, from retainage to “pay-when-paid” clauses.

  • How he balances paying subcontractors promptly while protecting company cash.

  • Why the CFO role is shifting from financial controller to risk manager, collaborator, and strategist.

  • Lessons on leadership, hiring the best talent, and becoming a true partner across departments.

  • The technologies transforming construction finance, including ERP tools and AI-driven AP automation.

  • His vision for the future of the CFO role — and what will separate top performers from the rest.


    If you want to watch this recording in Video, here is the YouTube link:

    https://youtu.be/oFrnAuoIEPc?si=qPI2YhXq6_Dty2tG


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.


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From Support Engineer to CTO: Jerry Horani on Innovation, Data, and the Future of Construction Tech03 Oct 202500:32:32

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.


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From Controller to Fractional CFO: Luke Nelson on Cash Flow, Retainage & Building Better Contractors18 Sep 202500:46:44

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 CFO

  • Lessons on overcoming imposter syndrome and earning a seat at the table

  • Cultural and regional differences in construction finance practices

  • Why bank balance–based decision-making leads to cash flow surprises

  • How to use WIP reports to stay ahead of revenue and margin slippage

  • Practical strategies for negotiating retainage and avoiding fee fade

  • Why project managers need to be financially literate to protect profit

  • The importance of monthly project reviews — and how to run them well

  • The 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 #BuildBetterContractors


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Build Better Builders: People, Processes & Forecasts with Jason Sain18 Sep 202500:32:30

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 style

  • Building better builders through people-first leadership and clear SOPs

  • Turning job cost reports into actionable forecasts — like a weather report

  • Strategies to avoid fee fade and manage project risk

  • Why tech rollouts fail — and how to get them right

  • Retaining 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 #BuildBetterBuilders


To get the next episode delivered directly to your inbox signup here to our newsletter:

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People > Process > Tech: AJ Waters (Kahua) on Real-World Digital Transformation in Construction15 Sep 202500:44:05

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

  • Why the order of operations matters: People → Process → Technology

  • How to involve the field early (and what to do if they hate the tool)

  • The cost of doing nothing vs. subscription fees and implementation costs

  • Where AI helps today (data entry, retrieval, predictive alerts) vs. where it’s overhyped

  • Training that works: flip the classroom and go heavy on short, on-demand videos

  • Why connected stakeholder networks (owner ↔ GC ↔ subs ↔ agencies) beat walled gardens

  • How to balance speed with adoption and avoid sunk-cost death spirals

Memorable 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.”

Guest
AJ Waters — Chief Evangelist at Kahua; former Kiewit training lead for enterprise rollouts and former program manager at Google for construction tech selection and deployment.

Topics
Digital 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 #PM

Want more episodes like this? Subscribe and drop your biggest tech-adoption question in the comments.

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Kevin Jacobs (CCIFP) on WIP Mastery, Cash Flow, and Scaling with the Right ERP11 Sep 202500:44:10

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

  • How to turn your WIP from “bonding requirement” into a daily management tool

  • Cash flow playbook: reserves, lines of credit, bonding relationships, AR discipline

  • The shift to fractional CFO support: when it makes sense and what changes

  • Red flags Kevin sees repeatedly: no/poor job costing, underused ERP, weak forecasting, key-person risk

  • ERP selection rule: fit over features—and why training often matters more than software

  • Practical PM–finance communication (talk labor hours, utilization, mobilization—not EBITDA)

  • AI in AP: freeing time for analysis and improving accuracy with human-in-the-loop controls

  • The first advice Kevin gives a new construction CFO: be the best listener

About Kevin Jacobs, CCIFP
Kevin is a construction-focused fractional CFO who’s led finance for global manufacturers and contractors. He holds the CCIFP credential (via CFMA) and specializes in WIP reporting, cash flow, ERP adoption, and scaling finance teams.

Chapters

  • Intro

  • Kevin’s blue-collar roots & why construction finance

  • Jobsite impact: from dirt moving to finished assets

  • Lessons from global companies: discipline of scale & volatility

  • Why fractional CFO; who should consider it

  • Juggling clients = project management for finance

  • Owner/operator lens from running a business

  • Work–life balance for owners

  • CCIFP: why it matters (via CFMA)

  • WIP mistakes: treating it as a checkbox vs. management tool

  • How to test WIP accuracy (tie to P&L, complete job list)

  • Linking % complete to physical progress

  • Speaking PM language (labor, utilization, mobilization)

  • Cash flow in growth & downturns (reserves, LOC, bonding, AR)

  • Recurring red flags: job costing, ERP underuse, forecasting, key-person risk

  • M&A/restructuring: culture, backlog, under-billings, bonding capacity

  • Aligning finance with ops: fixing estimating & margins

  • ERP selection: fit over features; don’t skimp on training

  • AI & real-time data: from entry to analysis

  • AP automation in practice (human-in-the-loop)

  • One tip for first-time construction CFOs

  • Wrap


If you want to watch video of this podcast, here is the YouTube link:

https://youtu.be/xlPtT1Mkr-g?si=FoGuP8NCXxeczzWO



Resources mentioned

  • CFMA (Construction Financial Management Association) and the CCIFP credential

  • ERPs: Vista, SAP, NetSuite, QuickBooks

Connect

  • Host: Rishi Srivastava — Finance at the Jobsite Podcast

  • Guest: Kevin Jacobs, CCIFP — Fractional CFO

Like what you heard?
Subscribe for weekly conversations with construction CFOs, controllers, and operators tackling margins, cash, WIP, and systems. Drop your questions in the comments—we may cover them in a future episode.

#ConstructionFinance #CCIFP #CFMA #WIP #CashFlow #ConstructionERP #FractionalCFO #APAutomation #Vista #NetSuite #SAP #QuickBooks


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Top 5 Dangerous Construction Contract Clauses (with Eliot Wagonheim) | Finance at the Jobsite08 Sep 202500:54:45

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

  • The big 5 risk areas: Flow-down, Indemnification, Warranty scope and timing, Price escalation with tariffs and supply chain, and Change orders

  • The most misunderstood clauses (indemnification and definitions like “Contract Documents”)

  • A practical script for starting work before a signed CO—without working for free

  • When to walk away from a negotiation—and why that’s rare

  • How AI contract review can speed risk spotting (and where human nuance still wins)

  • Training non-lawyers: why consistency beats intensity for contract literacy

  • One lesson you should never forget: read the documents (all of them!)

Chapters

  • Intro

  • Eliot’s path to construction law and First Rule

  • From reactive law to proactive training

  • Improv and public speaking → better negotiations (“Yes, and…”)

  • What decades of deals teach about risk

  • The 5 most dangerous clauses (subs vs. GCs)

  • Most misunderstood: Indemnification and Definitions

  • Change orders: how to ensure you get paid

  • When is it worth walking away?

  • AI in contract review: promise and limits

  • Balancing AI speed with attorney nuance

  • Tech, institutional knowledge, and team communication

  • Training non-attorneys (consistency beats one-off workshops)

  • “Here’s what happens in the field” (use your turf)

  • Real-world $250k mistake from contract miscommunication

  • How much contract knowledge CFOs and PMs need

  • Biggest myth about construction attorneys

  • Future of negotiation: people skills over tech

  • Parting advice: read the documents

  • Wrap


    If you want to watch video podcast here is the YouTube link:

    https://youtu.be/aPFnMLzgs0E?si=CVP7nNKoWaMfnpBv

Guest
Eliot Wagonheim — Construction attorney; founder, First Rule Contract Manager (AI-powered contract risk analysis plus contract training).

Host
Rishi Srivastava — Founder & CEO, Beiing Human (AI for construction finance and AP automation).

If this helped you:
👍 Like • 💬 Comment your biggest contract “gotcha” • 🔔 Subscribe for more CFO-level construction finance and contract insights.

Hashtags:
#ConstructionLaw #Contracts #ChangeOrders #GeneralContractor #Subcontractor #AIcontracts #ConstructionFinance #CFO #RiskManagement #ProjectManagement


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Finance at the Jobsite | Doug Harrah on Communication, Cash Flow & The Future of the Construction CFO01 Sep 202500:19:57

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:

  • Why communication matters more than math skills in the CFO role

  • Balancing subcontractor payments with company cash position

  • The impact of “pay when paid” clauses

  • Using ERP systems (Sage 300 CRE, QBO) and indispensable tools like Excel

  • The future of AI in AP automation and forecasting

  • What separates top-performing CFOs from the rest

📊 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:
https://youtu.be/M8pwJLN30sM?si=Gh1wxWhouXvnD_ZI


👉 Subscribe for more conversations with construction finance leaders.


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Joe Harper on Cash Flow, Tech, and the Future of Construction Finance26 Aug 202500:33:39

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


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From Microsoft to Construction AI Founder: Isha Juneja on Building ContraVault and Redefining Risk in Construction03 Nov 202500:34:41

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:

  • The spark that pushed Isha from corporate to entrepreneurship

  • Lessons from building a startup with family and balancing boundaries

  • How GenAI is changing procurement, construction, and risk management

  • Why 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

From CPA to Construction CFO: Melissa Dick on Accurate Financials and Real-World Systems31 Oct 202500:40:43

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:
✅ 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 reconciliations

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 CFO29 Oct 202500:30:55

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:

  • Why job mix determines profitability

  • The truth about cash flow myths and overbillings

  • How to forecast growth and manage banking relationships

  • The link between balance sheets and P&Ls

  • Real-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 newsletter

https://beiinghuman.com/newsletter-signup/


Building the Bridge: From Field Reality to Construction Tech Innovation with Erin Khan24 Oct 202500:40:16

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:

  • Why training and implementation—not software—are the biggest modernization challenges

  • How mid-market contractors can plan their first 90 days of digital transformation

  • What makes or breaks field adoption of tools like Bluebeam and BIM 360

  • KPIs and criteria for scaling successful pilots across jobsites

  • The role of AI in finance — where to automate, and where humans must stay in the loop

  • Voice data as an untapped goldmine for risk and cash-flow insights

  • Empowering 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 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 CFO22 Oct 202500:29:05

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:

  • Why today’s CFOs are also the CTO, CRO, and Chief Talent Officer

  • How CFMA’s Financial Benchmarker helps contractors measure “what good looks like”

  • The future of AI, automation, and data-driven decision making in construction finance

  • Why community, mental health, and continuous learning matter more than ever

  • What every finance leader can do to move from historian to strategic partner

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.
👉 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

The 2026 Construction Outlook: CFO Strategies for a Shifting Market with Scott Damiecki (CohnReznick)18 Oct 202500:52:56

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:

  • The real state of construction finance in late 2025

  • Navigating uncertainty and slowing federal funding

  • Why strong job cost reporting and forecasting matter more than ever

  • The evolving role of CFOs and controllers in contractor growth

  • How technology and culture drive firm performance

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:
👉 beiinghuman.com/newsletter-signup/

🔖 #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 Overpaid16 Oct 202500:32:58

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:

  • How workers’ comp audits often leave hidden refunds on the table

  • The three biggest mistakes causing premium overpayments

  • Why construction CFOs should “audit the auditors”

  • Preventative health plans as a retention and savings strategy

  • Bobby’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/
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🌐 Learn more: https://beiinghuman.com

#ConstructionFinance #APAutomation #ProfitRecovery #WorkersComp #FinanceAtTheJobsite #BeiingHuman

From Receivables to Relationships: Controller Ben Yeh on Aligning Finance and the Field10 Nov 202500:53:06

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:

  • Building trust between finance and operations teams

  • Catching margin erosion before it hits your P&L

  • Communicating complex financial realities to ownership

  • Lessons from ERP transitions, cash flow forecasting, and payables automation

  • Why humility, curiosity, and collaboration make great controllers

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.
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AI, Payroll, and the Future of Construction Finance — Shreesha Ramdas, Founder & CEO of Lumber15 Nov 202500:30:46

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:
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 Ramdas

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🔍 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 Reality22 Dec 202500:23:54

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:

  • Why cash flow is the oxygen of large projects

  • How labor efficiency, materials, and rework make or break margin

  • Managing 1,100 homes as a house-by-house portfolio, not a single job

  • Using Dash, QuickBooks, Excel, and bill.com to see problems early

  • Where invoicing, approvals, and subcontractor communication break down

  • Why walking the jobsite reveals more than weekly reports

  • The real cost of small inefficiencies and hidden waste

  • How better data, systems, and voice tools could change field operations

This is a practical conversation for owners, project managers, controllers, CFOs, and anyone who wants to speak both operations and finance fluently in construction.

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🎙 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 Construction18 Dec 202500:44:07

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:

  • The most useful KPIs for project managers, superintendents, and finance teams

  • Why gross margin, forecast accuracy, DSO, and crew output matter more than vanity metrics

  • How to decide when granular cost allocation helps — and when a burden rate is smarter

  • Managing cash flow without “pay-when-paid” protections

  • Drawing healthy boundaries between finance support and operations ownership

  • Why soft skills and change management matter more than ERP logos

  • How to break down the “us vs them” dynamic between field, ops, and accounting

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.

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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 & Collaboration20 Nov 202500:41:04

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:

  • Jennifer’s unconventional path into construction finance and why the industry hooked her

  • Lessons from working on the vendor, GC, and subcontractor sides—and how that shapes her decisions as CFO

  • How MSS keeps job cost, cash flow, and performance aligned across HVAC, automation, fire/security, and fabrication divisions

  • The rhythms that actually work: JSR meetings, regional reviews, and cross-functional huddles between ops and accounting

  • Balancing 80% project work and 20% service without creating ERP and process chaos

  • Coaching teams to read WIP reports as insight, not just numbers, and how to tell a compelling story to lenders and sureties

  • What she looks for in technology and AP automation tools—and why human buy-in matters more than features

  • Turning 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 decisions

  • MSS’s roadmap for the next 12–18 months: divisional finance leaders, regional accounting talent, and a culture where team success comes first

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How Surety Underwriters Really Think: Cash Flow, Risk & Smart Growth in Construction15 Dec 202500:42:44

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:

  • The 3 non-negotiables underwriters care about most (character, cash flow, and operating margin)

  • Why one bad project can take down an otherwise healthy contractor

  • How surety underwriting differs from insurance and mortgage lending

  • What contractors can do to earn support even with imperfect financials

  • Why WIP accuracy and financial discipline matter more than revenue

  • How contractors should think about stretch jobs and bonding capacity

  • Practical ways AI and automation can make contractors more bondable today

If you’re a contractor, CFO, controller, or advisor looking to grow safely — this episode is a must-listen.

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#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 Centers11 Dec 202500:40:06

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:

  • Bridging the gap between preconstruction and operations so handoffs don’t destroy margin

  • Avoiding “financing the job” in the first 60–90 days through better terms, setups, and communication

  • The contract red flags that can quietly shift risk onto the subcontractor—and how AI can help review them at scale

  • Using tools like Excel, Power BI, Procore, and AI to track every dollar, tighten reporting, and make better bids

  • Why making life easier for the field—fewer clicks, better tools, voice-to-text for daily logs—is the fastest path to better profits

  • How 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 workforce

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.

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Hashtags
#FinanceAtTheJobsite #ConstructionFinance #ElectricalContractor #ConstructionLeadership #ConstructionBusiness #DataCenters #EVCharging #ConstructionTech #Trades #SkilledTrades #CommercialConstruction #JobsiteFinance


From 19-Year-Old Laborer to Project Manager: Dusty Stasch on Cost, Weather Risk & Leading in the Field09 Dec 202500:26:37

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:

  • How seeing the business from every level reshaped his mindset around profitability and job costing

  • Why short-duration projects demand faster forecasting, tighter communication, and disciplined stops/starts

  • The real impact of weather, soil conditions, and field logistics—variables finance teams rarely see on a spreadsheet

  • How farmers, as “CEOs of multimillion-dollar operations,” require clear communication and expectation management

  • The tech stack that transformed Ellingson’s operations: HCSS, Esri GIS, Microsoft Project, and Power BI

  • How calm, steady leadership reduces mistakes, improves morale, and protects margins

  • The moment when job costing “clicked” and changed the way he operated forever

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.

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#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 Edge08 Dec 202500:51:47

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:

  • How connected construction eliminates silos and delivers real-time job cost visibility

  • Why SMB contractors (under $10M) are now adopting tech faster than ever

  • The biggest misconceptions owners still have about ERPs

  • How AI is about to reshape billing, bank rec, AP, reporting, and cost control

  • What separates contractors who succeed in digital transformation from those who stall

  • The mindset owners, CFOs, and PMs need to stay competitive in this new era

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.

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Surety Secrets Every Contractor Should Know — Margie Morris, CCIFP on Bonding, Growth, ESOPs & Contractor Risk04 Dec 202500:37:39

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.
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 like

  • The two issues keeping contractors up at night: labor and continuity

  • How poor financial reporting quietly destroys bonding capacity

  • Why your accounting department is not “overhead” — it’s growth infrastructure

  • ESOPs vs. private equity: which transition paths work, which collapse, and why

  • The #1 financial habit of contractors who grow past $50M+ successfully

  • Why your WIP is your report card — and how sureties read it

  • The real pitfalls of rapid growth: cash flow drag, new hires, and cultural drift

  • How owners should think about winding down a company the right way

Margie also reveals the one habit CFOs can implement this month to immediately strengthen their surety profile.

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#Surety #ConstructionFinance #Bonding #ConstructionLeadership #ESOP #PrivateEquity #ConstructionGrowth
#WIPReporting #ConstructionCFO #FinanceAtTheJobsite #ConstructionRisk #ContractorSuccess #SuretyAdvisor

From Earthwork to AI: Mark Schwab on Building CivilTakeoff.ai & Fixing Construction’s Estimating Bottleneck02 Dec 202500:34:05

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:

  • How writing SOPs exposed hidden workflow inefficiencies

  • Why most contractors misuse reporting (and the one report that really matters)

  • How equipment profitability truly drives decisions in grading

  • Why accurate job costing is life-or-death for Earthwork contractors

  • The AI gap in takeoff — and why CivilTakeoff.ai chose to train custom vision models

  • Common misconceptions about AI in estimating

  • What early users taught them about intuitive UX in construction

  • The challenges of building a contractor-first software company

  • Why now is the best time for construction professionals to start tech companies

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.

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#ConstructionTech #Estimating #Takeoff #CivilConstruction #Earthwork #ConstructionFinance #ContractorLife #AIinConstruction #FinanceAtTheJobsite #RishiSrivastava #CivilTakeoff #ConstructionInnovation

The Human Side of Construction Tech & Change Management — with Victor Sturgis25 Nov 202500:41:27

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
🔹 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 it

This episode is a must-listen for construction CFOs, controllers, AP leaders, and anyone responsible for driving organizational change.

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#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 202500:40:04

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 McAravey26 Jan 202600:35:07

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:

  • Why construction finance is “FinTech turned up to level 11”

  • How engineering decisions directly impact margins, risk, and P&L

  • What product-market fit really means for contractors and accounting teams

  • The hidden human policies encoded inside construction ERPs

  • How CFOs and controllers should communicate requirements to engineering teams

  • Why outcome-based metrics matter more than “butts-in-chairs” time

  • How to introduce AI and automation without destabilizing systems of record

  • Scaling from people-dependence to system-dependence as companies grow

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.

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#ConstructionFinance #ConstructionTechnology #FinTech #ERPIntegration #APAutomation
#CFO #Controllers #B2BSaaS #EngineeringLeadership #TrustInSystems
#FinanceAtTheJobsite #ConstructionAccounting #AIinConstruction

Culture Is the Control System: How Construction CFOs Win With People, Not Just Numbers15 Jan 202600:53:03

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:

  • The people-side leading indicators CFOs should watch before trouble hits the balance sheet

  • What distinguishes a great construction CFO vs. a good one in 2026

  • How HR and accounting evolve from overhead into profit centers

  • The 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 execution

  • Compensation, succession planning, and incentive alignment across PMs, supers, and finance teams

  • The most common talent mistakes during market slowdowns — and what smart leaders do instead

  • Why 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 organization

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.

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#FinanceAtTheJobsite #ConstructionCFO #ConstructionLeadership
#PeopleFirst #CultureAndCashFlow #ConstructionAccounting
#CFOLeadership #TalentStrategy #SuccessionPlanning
#ConstructionIndustry #JobsiteFinance

From Spreadsheets to Systems: How Contractors Fix Disconnected Accounting with Gavin Dick12 Jan 202600:26:42

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:

  • Why most field-to-accounting breakdowns come down to data collection vs. data entry

  • How disconnected tools quietly destroy visibility, forecasting, and team morale

  • When automation makes sense — and where humans must stay in control for compliance

  • How to decide what to automate first instead of adding more software chaos

  • Why ERP ecosystems and bolt-on tools matter more than the ERP itself

  • Common ERP implementation and go-live mistakes that create long-term data problems

  • How targeted integrations (not replacements) reduce double entry and burnout

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.

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#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 202600:50:13

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:

  • 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 accuracy
  • A realistic “48-hour month-end close” checklist for small contractors
  • How to think clearly about bonus depreciation vs Section 179 vs straight-line—without tax jargon
  • When cost segregation actually makes sense (even for smaller properties)
  • The right quarterly tax-planning rhythm so year-end isn’t a panic
  • When 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 weekly
  • How weak AP processes and missing invoice images quietly stall jobs and meetings

This is a practical, no-fluff conversation for contractors who want better decisions, better cash flow, and fewer surprises.

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🎙️ 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 Win31 Dec 202500:50:24

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:

  • Why bonding capacity, WIP accuracy, and working capital are credibility signals — not paperwork

  • The most common (and costly) mistakes contractors make in audits and financial reporting

  • How clean job cost data directly impacts estimating accuracy and future profitability

  • Practical tax strategies contractors use to preserve cash flow and defer taxes legally

  • Why compliance is the floor, not the ceiling — and how great CFOs bridge the field–office gap

  • Where 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.

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🎙️ Finance at the Jobsite — where construction finance meets real jobsite reality.

#FinanceAtTheJobsite #ConstructionFinance #ConstructionCFO
#JobCosting #WIPReporting #Bonding #ConstructionAccounting
#ConstructionTechnology #ERP #AIinConstruction #ContractorLeadership

🔖 Hashtags

From the Field to the Chessboard: How Great Superintendents Think Five Moves Ahead29 Dec 202500:40:53

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:

  • Why a “three-week lookahead” usually means you’re already behind

  • How great supers forecast manpower, materials, and sequencing like a chessboard

  • Where field–office handoffs break down — and what actually fixes them

  • Why documentation should protect crews, not police them

  • When tech and voice tools help the field — and when they quietly slow work down

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.

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🎙️ Hosted by: Rishi Srivastava
Co-Founder & CEO, Being Human
Host, Finance at the Jobsite Podcast

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Contracts Are a Financial Weapon: Megan Shapiro on Risk, Cash Flow & Confidence24 Dec 202500:50:11

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 starts

  • Protect profitability without hiring a lawyer for every contract

  • Build real confidence in negotiations (even in high-pressure, male-dominated rooms)

  • Use AI tools without outsourcing your judgment

  • Train teams once instead of paying endless subscription fees

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.
Construction Contract Coach | Former Litigation Attorney | Founder, Converge Construction Summit

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