Explore every episode of the podcast Finance at the Jobsite

Taylor runs AR and AP at Lakeside, and also handles payroll, HR and most of the day-to-day finance work at a small concrete contractor. Before automation, every invoice was printed, walked to an operations manager for coding, then keyed into QuickBooks by hand. That was more than 300 invoices a month and six to ten hours a week of data entry. On this episode of Finance at the Jobsite, Taylor sits down with Rishi Srivastava three months into using Beiing Human to talk about what actually changed.
Taylor explains how a field team used to paper got on board (“give it a couple of weeks”), how a QuickBooks version mismatch got sorted during setup, and how line-item extraction finally let Lakeside break out winter concrete treatment costs and speed up change orders. Time spent on AP dropped by 75 to 80%. The bigger surprise was the cash flow effect: with bills reaching the ERP in real time, Lakeside now pays on schedule instead of scrambling to cover bills two weeks late. Last week the AP list was down to a single vendor for the first time in almost three years. Taylor also shares a favorite feature (email auto-forwarding), a wishlist item for grouping line items, and simple advice for any contractor on the fence: just try it.
Topics include:

• What AP looked like before automation: paper invoices, hand coding, 300+ manual entries a month
• Getting a paper-first field team to give a new system a fair try
• Working through a QuickBooks version mismatch during implementation
• How line-item extraction separated out winter concrete treatment costs and sped up change orders
• Cutting AP time by 75 to 80%: from 6–10 hours a week to about 30 minutes
• The cash flow effect nobody expected: paying bills when they arrive, not two weeks late
• Getting the AP list down to a single vendor for the first time in nearly three years
• Why email auto-forwarding is the feature that makes AP “mindless”
• How project managers now see invoices and coding the way AP does
• Advice for contractors on the fence about AP automation: just try it

Finance at the Jobsite is hosted by Rishi Srivastava, Co-Founder and CEO of Beiing Human, AI-powered accounts payable automation for construction contractors.

What happens when a construction CFO connects Claude to his ERP?

Matt Robinson, CFO of Swain Electric, returns to Finance at the Jobsite to share how he’s using Claude with Foundation to automate daily cash reports, track overdue receivables, build financial dashboards, and review payroll data—without being a programmer.

Matt walks through what’s working, what initially went wrong, and how he checks AI-generated results against trusted financial reports. He also explains how Swain Electric is extending automation beyond accounting, including personalized toolbox talk reminders and follow-ups for the field.

In this episode:
• Connecting Claude to Foundation through Beiing Human’s MCP connector
• Replacing manual reporting with scheduled updates and reusable skills
• Catching errors and teaching AI your company’s payroll rules
• Setting boundaries around confidential data, transactions, and approvals
• Getting leadership and employees comfortable with AI
• Simple first steps any construction CFO or controller can try

A practical conversation about putting AI to work in construction finance—and keeping people accountable for the results.

#FinanceAtTheJobsite #ConstructionFinance #ConstructionTechnology #AIinConstruction #CFO #ClaudeAI #FoundationSoftware #MCP #FinanceAutomation #SwainElectric #BeiingHuman

"Why are we the bank for everybody?" That question sits behind every turnaround Joseph Patti has led.

Joseph is CFO of Restani Construction Corp., a New York City heavy civil contractor. He is a CPA and CCIFP who has worked in construction finance since 1990, and a longtime CFMA leader, including past president of the New Jersey Chapter. In this episode he shares the cash, forecasting, and job tracking habits he brings to every contractor he joins, and how his team now uses AI on top of Sage 300 and HCSS to know how each job did every single day.

In this episode:

- How collecting material deposits up front helped take a flooring contractor from $10 million owed on its credit line to about $15 million in the bank

- The turnaround levers at McLaren Engineering: weekly collection meetings, a bank-to-book 13-week cash flow, 85 to 90 percent utilization targets, and estimates to complete owned by project managers

- Why borrowing at 18 percent on a 15 percent margin job means you are going backwards

- What makes NYC agency work different: low-bid competition, utility conflicts, weather, and claims

- Running the company "like a candy store": daily cost versus daily billable quantities, with AI pulling Sage 300 and HCSS data into one place

- Unit price jobs: why daily quantity tracking makes your numbers "bulletproof," and why quantity you give up never comes back

- Substituting bonds for cash retainage, and the $200,000 to $250,000 a year in interest income on a $5 million retainage position

- The 5 percent mobilization payment trap and the race to the bottom on bids

- Why the current ratio can mislead, and why underbillings and the financial statement notes deserve more attention

- How CFMA's Financial Benchmarker avoids double counting contractor and CPA firm data

- What a first-year construction CFO should do this month

Chapters:

(00:41) From Wall Street plans to construction finance

(02:47) Turnaround lessons: deposits, collections, and the 13-week cash flow

(08:59) Inside Restani: cash planning and forecasting

(12:31) What makes NYC heavy civil different

(15:56) Sage 300, HCSS, and AI: the numbers before 9 a.m.

(20:01) Overrated metrics and why underbillings matter

(22:25) Unit price jobs and daily quantity tracking

(28:57) Could this become standalone software?

(30:26) Bonds in lieu of cash retainage

(33:03) The mobilization payment trap

(35:05) Order of operations when cash is tight

(38:37) CFMA and the Benchmarker

(43:47) Advice for a first-year construction CFO

Finance at the Jobsite is hosted by Rishi Srivastava, Co-Founder and CEO of Beiing Human, AI-powered accounts payable automation built for construction contractors. Learn more at beiinghuman.com.

Eric Pratt grew up counting inventory in his family's 100-year-old power tools and machinery business, learning bookkeeping from his grandmother while the rest of his family worked the trades. He spent years selling virtual card and e-payments before joining Viewpoint in 2020, right as they rolled out an e-payments program for Spectrum with barely twenty live customers. Six years later he sits on the Trimble App Exchange team, works closely with fintech partners like EarlyTrade, and calls himself the "AP partner guy."
On this episode of Finance at the Jobsite, Eric sits down with Rishi Srivastava to unpack how construction finance teams actually buy software, why peer references beat logic every time, and why he thinks AI — the way most teams are using it today — is quietly creating more work at every stage of the funnel. He walks through what App Exchange is really solving as ERPs like Vista and Spectrum evolve, where economy of scale breaks an integration, and why AP managers, not CFOs, are often the ones doing the real selling upward. He tells the story of a COVID-era CFO whose owner leased an industrial printer for her living room so checks could keep flowing, uses it to explain why every "we've always done it this way" objection deserves curiosity rather than judgment, and closes on why reverse-prompting your own Drive to find the bottlenecks is more useful than another chatbot.
Topics include:

• What Trimble App Exchange is really solving as ERPs evolve
• Why trust signals — peer references, CFMA presence, live customers you can text mid-demo — beat logic in construction sales
• Vista vs Spectrum: two ERPs, two very different customer personas
• What breaks first when an integration scales from 10 to 400 customers
• Why AP managers, not CFOs, are often the real champions — and how to arm them to sell upward
• "Living in the white space": reading what isn't being said in a status-quo objection
• Which manual back-office behaviors are actually optional now, even if they don't feel like it
• The COVID-era CFO who printed checks from her living room — and why accommodation beats judgment
• EarlyTrade, dynamic discounting, and why it isn't factoring
• The AI paradox: why the tools we're using today are creating more mental work at every stage of the funnel

Finance at the Jobsite is hosted by Rishi Srivastava, Co-Founder and CEO of Beiing Human, AI-powered accounts payable automation for construction contractors.

Brandon Kyse started as a framer at fifteen, studied construction management at Cal Poly, spent seven years in solar, and then thirteen years at RDO Equipment — one of the largest John Deere dealers in the world — running divisions up to $400 million. On this episode of Finance at the Jobsite, he sits down with Rishi Srivastava to unpack what he learned from the dealer seat and what it means for the contractors he now works with.

Brandon walks through the P&L of a $400 million dealership and explains why the biggest revenue line carries the thinnest margin, why service is where the money is made, and how cutting one service manager can improve the numbers on paper while quietly wrecking the customer experience. He tells the story of an $80,000 engine that telematics flagged a week before it failed — and why the real breakdown was about ownership and communication, not the technology. He also revisits the Sungevity moment of 2009, when a competitor selling solar off Google Maps aerials proved everyone in the market wrong about how customers had to buy, and draws a straight line to how construction and equipment companies are operating today.

Topics include:

• What contractors actually want from dealers (and what dealers keep missing)
• Why companies outgrow their operating systems long before they outgrow their technology
• The hidden cost of good people compensating for broken handoffs
• Who your best customer really is — hint: not the biggest
• Capturing thirty years of technician knowledge before it walks out the door
• What to change Monday morning if you have telematics and nobody owns the alerts
• Why "bring AI into the company" is not an operating objective
• Advice for contractors mid-ERP implementation: don't blow it up, cut the timeline in half
• How to move a "we've done it this way for forty years" culture — put a cost on the status quo

Finance at the Jobsite is hosted by Rishi Srivastava, Co-Founder and CEO of Beiing Human, AI-powered accounts payable automation for construction contractors.

Caryl Coronis, CPA, CCIFP, has served CFMA at every level — Houston chapter president, co-founder of the resurrected Lone Star Conference, and most recently national chair. But her construction finance career started with a surety agent telling her, "You're going to have to do percent complete," and an invitation to a chapter meeting.

In this episode, Caryl joins Rishi Srivastava to talk about what a commercial landscape company taught her about equipment: when one riding mower goes down, four people with push mowers finish the job, and that labor is where the money quietly leaves. Those fundamentals scaled all the way up to cranes at a specialty bridge builder, where shaving one or two points off equipment cost meant real dollars in a thin-margin business.

She also shares how three chapter presidents brought back a regional conference that had died at 15 attendees and grew it to roughly 300 — and why sponsors willing to risk their money made it possible. Then the conversation gets candid: navigating owner politics from the finance seat, the family business where Friday decisions got reversed after Sunday dinner, the son who bought a two-seat sports car on the company's dime, and the quiet way tasks stop getting done when one person leaves and nobody plans the handoff.

We also cover the CCIFP exam at regional conferences (with a free retake), why the certification still matters when AI models can pass it, the CFMA heavy equipment comparator (hecomparator.com), and Caryl's pitch for why the regionals — at half the cost of national — are the best first step for anyone in year one.

Topics covered:

• Percentage of completion accounting and how CFMA fills the training gap
• The real cost of equipment downtime and the repair-vs-replace decision
• Rebuilding the CFMA Lone Star Conference from 15 to 300 attendees
• Offering the CCIFP exam at regional conferences
• Keeping the CCIFP relevant in the age of AI
• Owner politics, family businesses, and being the outsider in the room
• Why handoffs fail and how job descriptions, task lists, and software training fix it
• "Yes, it integrates" — the ERP bolt-on reality
• How to get involved with CFMA at any level

Resources mentioned: CFMA Connection Cafe, hecomparator.com, cfma.org (search "regional conferences")

Beiing Human will be at the CFMA Carolinas Conference in Greensboro, October 22–23. Stop by the booth.

Finance at the Jobsite is hosted by Rishi Srivastava, founder of Beiing Human. Listen on Apple Podcasts, Spotify, or Audible, or watch on YouTube.

Most contractors will tell you they run at 25%, 30%, even 40% gross margin. Almost none of them are right.

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Luke Boyenger — former EY auditor turned fractional CFO, running a firm built specifically for construction companies. Luke's family manufacturing business went bankrupt in the 2008 crisis, and the question "what did we get wrong?" sent him back to school at 24. What he found is the same gap he sees in nearly every contractor he talks to today: the finance seat is the last one to get filled.

The uncomfortable thesis: revenue in construction doesn't create cash, it consumes it. Luke walks through why some contractors need to cut their business in half to double their profit, why a line of credit and your own cash is a fragile capital structure, why merchant cash advances trap good companies in a spiral, and why "revenue is something you should back your way into" after you've set a profit target.

What we get into:

• Why gross margin is almost always lower than owners think
• $20M at $250K profit vs. $10M at $1M profit — real contractors who shrank and made more money
• 60–120 day payment terms and why subcontractors are functioning as unpaid banks
• What "capital infrastructure" actually means for a $10–30M subcontractor
• The war chest: building 6–12 months of cash before you take distributions
• The five KPIs every construction owner should review monthly
• Why owners who know what to do still don't do it
• Keeping business and personal finances clean — and why stacked entities and trusts usually backfire

Chapters
00:00 Intro
01:00 From the trades to EY to fractional CFO
02:56 Where contractors are most confidently wrong
04:46 Profitability vs. "happy revenue"
06:44 Warning signs you're growing revenue at the expense of profit
09:00 Shrinking from $20M to $10M and making more money
10:21 Cash flow and capital infrastructure
14:10 MCAs, predatory lending, and 120% effective rates
15:09 Smarter capital tools before you're under pressure
17:20 Subcontractors as the industry's real banks
18:10 Operator vs. owner mindset
21:00 Managing by financial signals instead of gut feel
23:35 Why execution is so hard in construction finance
25:38 Weekly, monthly, and quarterly financial disciplines
26:35 Invoice terms, late-paying GCs, and how to bid for them
29:45 The biggest mistakes limiting $10–50M subcontractors
33:40 Separating business and personal finances
37:25 One uncomfortable financial truth for construction owners

Finance at the Jobsite is hosted by Rishi Srivastava, founder of Beiing Human. New episodes on Apple Podcasts, Spotify, Audible, and YouTube — just search Finance at the Jobsite.

What actually tells you whether a construction company is healthy?

For Josh Bohlke, CFO of Columbia River Electric Maintenance, the answer goes far beyond the P&L.

After moving from commercial banking into the CFO seat at a $30–40 million electrical contractor, Josh saw firsthand how different construction finance looks from inside the business. In this episode of Finance at the Jobsite, we dig into WIP, backlog, gross profit, job costing, working capital, ERP data quality, automation, and the changing role of the construction CFO.

Josh explains why WIP is more art than science, why contractors need to understand their balance sheet, and how bad ERP data—from stale POs to unclosed jobs—can quietly distort decision-making.

We also discuss:

• Why backlog and gross profit are two of the most important construction KPIs
• How labor hours, installed quantities, and cost should be used together to evaluate job performance
• Why analyzing the business entirely through the P&L can be dangerous
• When it may be worth reconverting or cleaning up your construction ERP
• Lessons from rebuilding a Spectrum ERP environment
• Why clean data can help identify job fade weeks instead of months later
• Where automation works well in construction—and where human judgment is still critical
• The opportunity to automate AP, credit-card coding, and vendor statement reconciliation
• Procore, Spectrum, integrations, and the reality of “software fatigue”
• Why building your own software with AI may work for small workflows but create security and maintenance risks for mission-critical systems
• How AI could shift finance teams away from building spreadsheets and dashboards toward interpreting data and making strategic decisions
• Why the CFO's job requires not only financial expertise, but tact when delivering difficult messages to ownership

A practical conversation about what it really takes to run the finance function inside a growing construction company—and how that job may change as AI becomes part of the back office.

#ConstructionFinance #ConstructionCFO #ConstructionAccounting #JobCosting #WIP #ConstructionTechnology #ConstructionERP #APAutomation #ArtificialIntelligence #ConstructionAI #Procore #ViewpointSpectrum #CashFlow #WorkingCapital #FinanceLeadership #ElectricalContractor #FinanceAtTheJobsite

Matt Hunter, CPA didn't take a straight line into construction finance. He was out on his own at 16, sitting in a classroom at North Georgia Military College when the second plane hit on 9/11, and deployed to Afghanistan within weeks. Twenty-one years later he retired as an Army major in military intelligence — and only came to accounting in his thirties.

In this episode of Finance at the Jobsite, Rishi and Matt get into the parts of the CFO seat most people won't say out loud.

What we cover:

• Digging out of ~$1.2M in unpaid payroll tax at a packaging company — the cash-out refi, getting the IRS to abate roughly $400K in penalties, and losing a banking relationship over a tax lien mid-COVID
• Cleaning up 36 months of financials at a copier business and adding close to $1M to the sale price
• The first things Matt checks when he inherits broken books (hint: it starts with the balance sheet, not the P&L)
• What it actually takes to stand up a finance function from scratch — and why the best money an owner can spend is on the best bookkeeper they can find
• Owners who have never once logged into their ERP, and the 20,000 inventory items that should have been 1,000
• The politics of family-owned construction: supervising the owner's spouse, intercompany billings in Vista, and why the hardest part of these jobs is rarely the numbers
• Finding out he was being replaced from an email to a recruiter he was accidentally copied on — two months after a glowing review
• Mental health, bravado, and job loss in construction and the military — told honestly, without the polish
• Earning credibility in ego-heavy rooms: know your numbers, get out of the office, and take care of people
• Red flags and the questions to ask before you sign with a founder-led construction company

Matt is currently looking for his next CFO role in commercial construction or manufacturing, open to relocating within a half day's drive of Atlanta. If you're hiring — or know someone who is — reach him at mrhcpa1706@gmail.com or on LinkedIn.

Finance at the Jobsite is hosted by Rishi Srivastava and brought to you by Beiing Human.

#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #CFO #ConstructionCFO #CPA #FamilyBusiness #JobCosting #ERP #Vista #ViewpointVista #ConstructionIndustry #Leadership #VeteranLeadership #MentalHealthInConstruction #APAutomation #Controller #ConstructionManagement #BeiingHuman

Construction companies don't blink at a $500,000 backhoe. They agonize over a $50,000 software line item. Kris Lengieza, Field COO at Procore Technologies, thinks that mental model is about to break — and that the shift starts when CFOs stop treating AI agents as IT spend and start treating them as labor.

Rishi and Kris get into the CFO conversation that made it click: "I trust my PMs to hire day laborers out of their project budget. Why shouldn't they have the same autonomy to fund AI agents?"

In this episode:

• Why the construction CFO role is shifting from bookkeeping to capital deployment, IT, and M&A
• Automation vs. augmentation — and what each actually means for a mid-size GC
• The productivity math: 35% of a field day spent on low-value work, 20% just hunting for answers
• Agents across systems, not just inside one — ERP, SharePoint, Procore, and 150+ connectors
• Cost control and guardrails: how one agent run turned into a $700 bill, and why "hardened" agents matter
• Whether AI spend belongs in project cost or the IT budget (and why construction's 1–2% tech spend is misleading)
• Robots as tools vs. full autonomy — Dusty Robotics, DroneDeploy, Bedrock Robotics, and what 2031 looks like
• The "Trish" story: a project admin whose role was elevated, not eliminated
• Why 76% of digital transformations fail, and how to survive an ERP migration
• What makes a construction tech startup defensible in the SaaSpocalypse: proprietary data and deep domain expertise
• Kris's 2030 prediction: the same number of humans, one project engineer, and a hundred agents

Kris spent 20 years in the field — Whiting-Turner, Weitz, Stiles — before moving to Procore, where he's led global partnerships, technology evangelism, and now the Field COO role. Lehigh civil engineering grad, LEED AP, ENR Southeast Top 20 Under 40.

"The agents aren't coming. They're here."

#ConstructionFinance #ConstructionTech #AIinConstruction #CFO #Procore #ConstructionManagement #AIAgents #DigitalTransformation #ConstructionIndustry #FinanceAtTheJobsite #ConstructionRobotics #ConstructionAccounting #FutureOfWork #ContechPodcast #BuiltEnvironment

Every contractor says they're best in class — but until you put your numbers on paper, you haven't proven it. In this episode of Finance at the Jobsite, Rishi sits down with Arleen Barningham, Product & Data Analytics Manager at CFMA, and Rhett Ennis, CPA, Shareholder at CBIZ CPAs and Pacific Northwest Construction Practice Group Leader, to break down CFMA's Financial Benchmarker — the tool that lets construction companies see how they really stack up against their peers.

We get into what the benchmarker is and the question it was built to answer 30 years ago, why contractors are so often surprised the first time they see their "report card," and how to choose a fair peer group. Rhett shares the metrics he finds most diagnostic (working capital, equity, AR turnover, and the underrated gross profit per FTE), which widely watched ratios get misread most often, and why the real breakthrough happens when owners see their results visually instead of in raw numbers. Arleen walks through the data-collection grind — why a survey can take a CPA four to five hours — and the modernization push to pull data straight from ERP systems via API, plus how CFMA protects the confidentiality of sensitive financials.

Whether you're a CFO, controller, or contractor who's never benchmarked before, this one is a challenge to stop guessing and start proving it.

📩 Never miss an episode — join 500+ construction finance and ops leaders getting practical insights in their inbox: https://beiinghuman.com/newsletter-signup/

#Construction #ConstructionFinance #CFMA #Benchmarking #JobCosting #WorkingCapital #CFO #Contractors #ConstructionAccounting #ConstructionTech #FinanceAtTheJobsite #ConstructionManagement

Tanmaya "TK" Kala spent 13 years at DPR Construction rising to Project Executive on billion-dollar healthcare projects — including OSHPD hospital builds where clients demanded actual-cost documentation down to the square foot of drywall. Now he's Co-Founder & COO of MeltPlan, building AI tools for pre-construction.

In this episode of Finance at the Jobsite, TK breaks down why the finance–operations gap exists on nearly every project: why coding invoices is "a chore" that gets deprioritized, how he blocked Friday afternoons just to get billing done, and why the accounting system — not the PM platform — is still the real source of truth. He shares stories from the field, including a subcontractor emailing certified payroll with exposed Social Security numbers, and explains why billing becomes a last-minute scramble when everyone waits until the deadline to maximize cash flow.

We also cover: lump sum vs. cost plus contracts and what each means for financial workload, why only 2% of projects hit cost, time, and benefits, material tracking in a post-COVID supply chain, and TK's vision for AI making project managers reviewers instead of doers — plus his 95% accuracy threshold for when AI automation actually pays off.

Chapters:
00:41 – TK's journey: from structural engineering to Project Executive at DPR
11:05 – The finance vs. operations gap
21:32 – Real jobsite finance stories: Friday invoice coding, billing scrambles, and a payroll PII scare
30:10 – Cost tracking: lump sum vs. cost plus, and why material tracking is art and science
40:17 – Technology in construction and the founding of MeltPlan
47:35 – The future of construction finance: AI as first-pass coder, PM as reviewer

Everyone says AI agents are about to run your back office unattended. The research — and a day in the life of a construction finance software founder — says something more useful and a lot more specific.

In this solo episode of Finance at the Jobsite, host Rishi Srivastava (founder of Beiing Human) gives the honest version of where AI agents genuinely help in construction accounting and where they fall on their face. No slideware — these are tools he runs every day, backed by two pieces of research: Meta's GAIA-2 benchmark and CFAgentBench

https://arxiv.org/abs/2606.22000

, a new paper from his team testing agents on CFO-grade work.

What you'll learn:

Why the best AI agent completes only ~42% of everyday tasks start-to-finish — and why "on a clock" is where they fail hardest. The plan-act-observe-feedback loop that makes an agent auditable and trustworthy. Live look at two workflows that work today: creating a Viewpoint Vista job from an award email, and automating a dreaded ERP data migration. Why reliability collapses from ~66% (one try) to ~38% (five times in a row) — and why you should demand the "five in a row" number, not the demo number. How MCP ("USB-C for AI") is dissolving vendor lock-in and turning your finance systems into places agents can act, not just read. Why human-in-the-loop isn't a weakness — it's the architecture that survives an audit.

Real questions from CFOs, controllers, and ERP partners throughout, plus where this is all headed in the next year.

Whether you're running the numbers, leading the team, or designing the systems that keep projects moving — this is your place to learn what's working, what's broken, and what's next in construction finance.

Listen on Apple Podcasts or Spotify or Audible, or watch on YouTube — just search Finance at the Jobsite.

What does a modern construction finance stack actually look like — and in what order should you build it? Rishi Srivastava sits down with Rory Carlson, CCIFP, VP of Accounting & Finance at Adjustable Concrete Construction (and a CFMA 2022 Rising Star), for a practical walk through 15+ years of construction finance.

Rory shares the lessons behind two successful expense-management implementations, why ERP integration and construction focus are non-negotiable when vetting AP tools, and how to actually weigh credit card rebates (Corpay) against zero-cost expense apps (Finvari) using a simple Excel ROI model. He also gets candid on the ACH-vs-outsourced-payments tradeoff (control vs. risk vs. automation), how he once turned payments into a six-figure profit center, and why FP&A is the next frontier — but only after payroll, expense, and AP are automated and the books close on time.

If you're a controller trying to convince an owner in the $5–25M range that expense and AP automation is worth it, this one's for you.

In this episode:

• The biggest shifts in jobsite finance over 15 years
• GC vs. subcontractor: how the finance function differs
• Why expense management is the easiest first win
• Finvari vs. Corpay: rebates, per-user cost, and real ROI
• Coding expenses at the point of purchase vs. chasing receipts
• ACH vs. outsourced payments: control, risk, and liability
• The three things that actually matter in an AP automation tool
• FP&A: budget vs. actual, 13-week cash forecasting, and scenario planning
• The exact order of operations for building a finance stack from scratch

Finance at the Jobsite is brought to you by Beiing Human.

Hashtags

#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #CFMA #CCIFP #APAutomation #ExpenseManagement #ConstructionTech #FPandA #Controller #CFO #Subcontractor #GeneralContractor #CashForecasting #ConstructionIndustry #BeiingHuman #AccountsPayable #ERP #Viewpoint #ConstructionPodcast

How does a professional drummer who toured with Heart and mixed for U2 end up becoming the Validation Institute's 2025 Benefits Advisor of the Year? In this episode, Rishi sits down with Donovan Pyle — CEO of Health Compass Consulting and author of Fixing Healthcare — to expose why healthcare has become the fastest-growing financial risk on construction P&Ls, and what CFOs can actually do about it.

US employers spent $1.3 trillion on healthcare in 2024 — and roughly 25% of it, about $4,000 per employee per year, was pure waste. For a 100-person contractor running 2–3% net margins, that waste eats jobs. Donovan breaks down the hidden machinery: why legacy brokers get paid more when your costs go up, why most PBM contracts say the vendor has no obligation to act in your interest, and why "healthcare just goes up every year" is a story the industry tells to keep you out of the room.

Inside the conversation:

• The structural conflict of interest baked into the broker model (and why it's technically a prohibited transaction under federal law)
• The Johnson & Johnson case: a $10,000/month drug that cost $78 in cash
• How a teachers union saved $3.6M by replacing one PBM — and how Blue Wave turned a 34% increase into a cost reduction
• The fiduciary storm under the Consolidated Appropriations Act, and the personal liability CFOs don't know they carry
• The Rosen Hotels playbook: $500M+ saved since 1991 with zero-deductible, value-based plan design
• A Monday-morning action plan: pull your contracts, demand 408 compensation disclosures, and build a strategy instead of buying a plan

Whether you're a construction CFO, HR leader, or any executive tired of watching your second-largest expense erode your margin, this is a roadmap for taking back control.

Learn more about Donovan's work at healthcompassconsulting.com and fixinghealthcare.com.

#FixingHealthcare #ConstructionCFO #EmployeeBenefits #HealthcareCosts #FiduciaryDuty #CFMA #FinanceAtTheJobsite

Liens, delay claims, and the quiet margin levers most contractors leave on the table. In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Ryan Heeth — a construction attorney whose career runs from purchasing agent at Gilbane, to in-house counsel for major New York City builders, to his current seat as Director of Development & Construction at Pratt & Co Capital in the Cayman Islands.

Ryan explains why a clean contract is just a risk-allocation document the moment construction starts, and what it actually takes to build a million-dollar extra-cost claim without crossing into a willfully exaggerated lien. He breaks down why liens and claims are two different animals, why you bring in an independent scheduling consultant before accounting prices a delay, and the precise moment an operational problem quietly becomes a legal one.

Then he opens up the playbook CFOs and controllers rarely hear out loud: how cost-plus GMP general conditions become hidden profit centers — agreed labor rates, insurance markups, contingency control, shared savings, and change-order markups. He also flips to the owner's seat, watching schedules of values for front-loading on a $100M build, weighing design-build against cost-plus, financing through private credit instead of US-style construction banks, and turning CCIPs into a profit center.

Plus the change-order trap that can waive your delay-claim rights before you even know they exist.

Chapters: contracts and job-site reality · liens vs. claims · delay claims and critical path · where law meets finance · hidden profit centers in cost-plus GMP · switching to the owner's seat · building in the Cayman Islands · financing, insurance, and career lessons.

#FinanceAtTheJobsite #ConstructionFinance #ConstructionLaw #CFO #Controller #ConstructionAccounting #CostPlus #GMP #DelayClaims #ConstructionClaims #Liens #ChangeOrders #ContractNegotiation #ConstructionManagement #GeneralContractor #RealEstateDevelopment #CCIP #ConstructionInsurance #PrivateCredit #ConstructionIndustry #BuildingTheFuture #JobsiteFinance #ConstructionCFO #CaymanIslands #AECindustry

Most contractors stay on the same ERP for 10–20 years — and when they finally switch, the technology is rarely the hardest part. The people are.

In this episode, Rishi Srivastava sits down with Cathy Wendt, who has spent nearly 30 years helping construction companies select, implement, and migrate accounting systems. Cathy breaks down the entire ERP journey: how to know if you've actually outgrown your system (hint: revenue size isn't the indicator), why QuickBooks falls short for contractors, and what really happens during a migration from systems like Sage 100 Contractor to Acumatica.

In this episode:

• Warning signs you've outgrown your ERP — and when it's just a training problem
• Single-entry vs. double-entry accounting, and why banks and bonding companies care
• The leadership mistakes that doom ERP selection before it starts
• Realistic migration timelines: from 6-week emergencies to 6-month builds
• Data migration pitfalls: dirty vendor records, duplicate entries, and job history
• Why cost code structures spark more debate than the chart of accounts
• The human side of change: managing experts who suddenly become novices
• Cathy's advice for anyone planning a migration in the next two years

Connect with Cathy Wendt: syscon-inc.com (newsletter: syson University)

#ConstructionFinance #ConstructionAccounting #ERP #ERPMigration #ConstructionTech #ConstructionERP #Sage100Contractor #Acumatica #QuickBooks #JobCosting #CostCodes #ChangeManagement #ConstructionManagement #CFMA #ContractorLife #ConstructionPodcast #FinancePodcast #ConTech

What does it take to go from construction trial lawyer to Chief Legal Officer of a billion-dollar electrical contractor — and what do you learn about construction from inside the courtroom that most executives never see?

Brent Zimmerman knows.

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Brent Zimmerman — Chief Legal Officer and Assistant Secretary of Miller Electric Company, Board Certified in Construction Law by The Florida Bar, and a former construction litigator who spent 15 years representing owners, contractors, subcontractors, suppliers, and sureties before going in-house.

Brent takes us inside the rooms most people never see: mediations with 20–25 parties and 100+ people in a hotel convention center, a parking garage collapse during a concrete pour that killed a worker and triggered roughly $150M in bodily injury claims and $40M in property damage, and the two trials where he deliberately seated lawyers on the jury — and won both.

We get into:

– Why contemporaneous documentation is the single biggest factor that decides construction disputes — and why "he said, she said" is a roll of the dice– The first question Brent asks every client: "What's the other side going to say you did wrong?"– Litigators vs. transactional lawyers — and why a litigator sees risk differently– The early warning signs a project is headed to litigation: compounding payment delays and GCs stockpiling change orders for end-of-job horse trading– Brent's economic rule of thumb: don't litigate without at least $1M in dispute — because serious construction trials cost over $1M in fees and experts, and fewer than 5% of cases ever reach trial– Why "money is no object" never survives the second $30–50K monthly legal bill– Why mediation is your last chance to control the outcome — and why the Suits line "going to trial is rolling dice" is the only accurate thing in that show– Elected vs. appointed judges, burden of proof in civil cases, and why 95%+ of construction contracts waive jury trials– AI in construction disputes: faster document review, hallucinated case citations, and why litigation costs aren't coming down– The one habit that keeps contractors out of court: great contemporaneous records — always, not just when things go bad

If you're a contractor, CFO, or project executive who'd rather make money than sit in depositions, Brent's playbook — get the work, do the work, get paid, and document everything — is the masterclass.

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👤 ABOUT THE GUEST —

Brent Zimmerman is the Chief Legal Officer and Assistant Secretary of Miller Electric Company, a billion-dollar electrical contractor headquartered in Jacksonville, Florida, where he oversees all legal affairs — contracts, risk management, bonding and insurance, M&A, compliance, and dispute resolution. Before going in-house, Brent spent 15 years in private practice as a construction litigator, representing owners, developers, contractors, subcontractors, suppliers, and sureties in state and federal courts and arbitration. He is Board Certified in Construction Law by The Florida Bar and AV Preeminent rated by Martindale-Hubbell.

🔗 LinkedIn: https://www.linkedin.com/in/brentzimmerman🌐 Miller Electric: https://www.mecojax.com

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🎙️ ABOUT FINANCE AT THE JOBSITE:

Finance at the Jobsite is the podcast where construction CFOs, COOs, and operators share the hard-won lessons behind building profitable construction businesses. Hosted by Rishi Srivastava, founder of Beiing Human.

🔔 SUBSCRIBE for new episodes every week👍 LIKE if this episode helped you💬 COMMENT with your biggest takeaway

Michael McKeon thought crossing from public accounting into construction operations would be a long, arduous slog. Instead, he discovered something most PMs don't admit out loud: roughly half of running a construction project is accounting. On this episode of Finance at the Jobsite, the Nordby Construction project manager joins Rishi to unpack how thinking in dollars and cents changes the way he runs hospitality and winery builds in Sonoma and Napa County — and why "garbage in, garbage out" on pay apps is the difference between a project that stays on the rails and one that quietly derails.

Rishi and Michael dig into where communication actually breaks down between owners, designers, subs, and accounting; what makes a monthly accounting review effective; and the friction in stitching Autodesk Construction Cloud to Sage 300 through HH2. Michael describes his "ghost in the machine" problem with automation — works four times, fails the fifth — and lays out what an ideal low-friction subcontractor pay app process would actually look like if change orders, contracts, and schedules of values were finally talking to each other in real time. He closes with a measured take on AI in construction: he uses it daily, but he's grown more cautious after a few too many design-team emails that read like brick walls.

In this episode:

• Why an accounting background is a competitive edge for a PM
• Where communication breaks down between the field and the back office
• What makes a monthly pay app review actually work (and what flags a bad one)
• Autodesk, Sage 300, Bluebeam, HH2 — what saves time and what creates friction
• The dream of fully integrated change orders and subcontractor pay apps
• AI in construction finance: where it helps and where to be careful







Subscribe to the Finance at the Jobsite newsletter for more conversations on construction finance, AP automation, and the operators reshaping the back office: https://beiinghuman.com/newsletter-signup/

#ConstructionFinance #FinanceAtTheJobsite #ConstructionAccounting #ProjectManagement #ConstructionPM #PayApps #ChangeOrders #AccountsPayable #APAutomation #ConstructionTech #Autodesk #Sage300 #Bluebeam #HH2 #ConstructionCloud #GeneralContractor #HospitalityConstruction #WineryConstruction #SonomaCounty #NapaCounty #FieldToFinance #ConstructionLeadership #AIinConstruction #BeingHuman #BeiingHuman

After 30 years implementing construction software, Emanuel Falaguerra has watched 55–75% of projects miss their objectives. The reason isn't the software. It's what's happening before the software.

Construction has more tools than ever and somehow still runs on chaos. In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Emanuel Falaguerra — a 20+ year veteran of construction technology — to unpack why so much of the industry's software spend never lands.

Emanuel makes a case that almost nobody in construction wants to hear: most software failures aren't software failures. They're process failures, dressed up as a vendor problem. Companies skip the hard work of defining how they actually operate, then expect a feature list to fix it. The result is a 55–75% implementation failure rate that hasn't moved in three decades.

The conversation digs into the part of the back office that exposes every one of those gaps — the WIP report. Emanuel calls WIP "an alignment problem, not a math problem," and walks through what a high-functioning WIP process actually looks like: clear ownership, a predictable close cadence, consistent reviewers, and the discipline to focus on the 20–80% window of a job where you can still influence the outcome.

Rishi and Emanuel also get into:

— Why private-equity-owned construction software vendors stop innovating— The "innocent" way silos start (a PM buying a toolbox-talk app)— Why PMs and accountants live with two different "truths"— What CFOs actually pay for a failed implementation (it isn't license fees)— Why AI is going to amplify whatever process you have — for better or worse— Emanuel's new WIP product, launching next month

If you've ever sat in a WIP meeting wondering why the numbers don't tie, this one's for you.

Emanuel Falaguerra has spent 30+ years implementing construction accounting and ERP systems, with the last decade focused almost exclusively on WIP. He's currently building a software product designed to fix the WIP gap by enforcing process discipline rather than adding more features.

Rishi Srivastava is the host of Finance at the Jobsite and founder of Beiing Human, an AI platform for construction finance teams. Before construction, he was an AI engineer at Bank of America.

What does it take to walk away from 7 years on active oil & gas pipelines, get told "no" by 7 or 8 banks, eat a $36K IRS bill you didn't see coming, and still grow a brand-new utility-scale renewables contractor 116% year over year? Veronica Whitesell knows.

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Veronica Whitesell — President of Dynamite R&D, insurance agent at Saddle Stock & Legacy, former COUNTRY Financial agency owner, and a former Marathon Petroleum operations technician who ran active-pipeline projects under LOTO, OSHA, API, FRA, DOT and union rules. She holds a Master's in Emergency Safety & Risk Management, an active P&C license, and is in the middle of an Executive MBA — all while running a husband-and-wife shop installing utility solar across the Midwest.

Veronica takes us from animal science and the equestrian team, into a 23-year-old's first day in "the wolf's lair" on pipeline, through owning her own insurance agency, and into the renewables "wild west" where 30–120 day payment terms, prevailing wage, certified payroll and the IRA's domestic-content rules are the real job.

We get into why "process" is the word her crew is sick of hearing, the way pipeline complacency ("we've always done it this way") quietly kills contractors, why she pitched 7–8 banks before one would underwrite a brand-new construction company, the personal cost of two years with no paycheck, the $36,000 IRS surprise from a 401(k) withdrawal where the fiduciary failed to withhold, why she reads OSHA findings and interpretation letters like novels, the migration from QuickBooks + Excel + a lot of F-bombs to Foundation ERP and Payroll4Construction (5 hours of certified payroll → 15 minutes), and what "burn the boats" actually looks like on a Friday when crew payroll has to clear.

If you're a small-to-mid construction owner trying to build something that outlives you — and you're tired of the "you got lucky" speech from people who didn't fund the boat you sold to make payroll — Veronica's playbook on integrity, continuity, drive, and not being afraid of change is the masterclass.

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👤 ABOUT THE GUEST — Veronica Whitesell is President of Dynamite R&D, a utility-scale renewable energy contractor she co-built with her husband out of Marshall, Illinois — now growing 116% year over year. She is also an insurance agent at Saddle Stock & Legacy, a former COUNTRY Financial agency owner, and spent nearly 7 years as an Operations Technician at Marathon Petroleum Corporation directing major projects on active oil & gas pipelines (LOTO, OSHA, API, FRA, DOT, NCCER, pressure testing, re-sleeving, hot work, tank 653s). She holds a Master's in Emergency Safety & Risk Management from Eastern Kentucky University, is in progress on an Executive MBA at Saint Mary-of-the-Woods College, and holds active Illinois P&C and Indiana life & health insurance licenses plus the Securities Industry Essentials.

🌐 Dynamite R&D: https://www.dynamiterandd.com🔗 LinkedIn: https://www.linkedin.com/in/vlwhitesell

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🎙️ ABOUT FINANCE AT THE JOBSITE: Finance at the Jobsite is the podcast where construction CFOs, COOs, and operators share the hard-won lessons behind building profitable construction businesses. Hosted by Rishi Srivastava, founder of Beiing Human.

🔔 SUBSCRIBE for new episodes every week👍 LIKE if this episode helped you💬 COMMENT with your biggest takeaway

What does it take to turn a courtroom nightmare into 14 U.S. patents and three category-defining construction tech companies? Peter Lasensky knows.

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Peter Lasensky — co-founder and CEO of Command Post, founder of NoteVault (acquired by Bentley Systems), former CEO of Pacific DataVision (now ATEX, NASDAQ: ATEX), and the builder behind one of San Diego's top construction firms, Peterbuilt Corporation.

Peter takes us from his early days "born with a hammer in his hand," through the painful 2001 arbitration that cost him $100K and four days in court, to the moment in his superintendent's truck — staring at a Nextel walkie-talkie — that became the epiphany behind voice-first construction reporting.

We dig into:

– Why 80% of major projects run a year or more late, and how contemporaneous documentation changes the math on liquidated damages, change orders, and getting paid.

– The "Talk. Add photo. Get a report." philosophy that captures 9x more content without slowing crews down — and why simplicity is the hardest thing to build.

– Real stories where documentation saved contractors millions: a $30K touch-up paint dispute settled in a 5-minute meeting, a $20M change order paid because of attendance photos, and a $400K drilling swing that hinged on one photo of a survey stake.

– Why Command Post is an "anti-AI capture" app — and the looming construction litigation crisis when video, photos, and chain-of-custody can no longer be trusted.

– The hub-and-spoke architecture Peter is betting on to solve the silos-of-data problem (the average jobsite now runs 10 disconnected apps).

– Why voice has always been how construction gets built — and what the next generation of contractors will demand from software that previous generations never asked for.

If you run a construction company, manage projects in the field, or build software for the jobsite, Peter's 30+ years of pattern recognition is a masterclass in protecting time, materials, and cash flow — without the courtroom.

🎧 Listen now on Spotify, Apple Podcasts, YouTube, and Audible.

About the Guest:Peter Lasensky is the co-founder and CEO of Command Post (commandpost.ai), the software that thinks like a contractor. He previously founded NoteVault — the "Talk. Add photo. Get a report." platform that reinvented field reporting and was acquired by Bentley Systems, where Peter went on to lead Construction Product Research & Strategy. He also co-founded Pacific DataVision (now ATEX, NASDAQ: ATEX) and built Peterbuilt Corporation into one of San Diego's top construction firms before its acquisition. Peter holds 14 U.S. patents.

About the Host:Rishi Srivastava is the founder of Beiing Human and host of Finance at the Jobsite — the podcast where construction CFOs, COOs, and operators share the hard-won lessons behind building profitable construction businesses.

HASHTAGS:

#FinanceAtTheJobsite #ConstructionFinance #ConstructionTech #CommandPost #NoteVault #ConstructionPodcast #ContractorsLife #JobsiteTech #ConstructionSoftware #FieldReporting #DailyReports #VoiceAI #ConstructionInnovation #BuiltEnvironment #ConstructionLeadership #CFO #COO #ConstructionManagement #ConstructionLaw #DisputeResolution #ChangeOrders #CashFlow #ConTech #ProjectManagement #DigitalConstruction #ConstructionAI #SimplicityWins #BeiingHuman #PeterLasensky #RishiSrivastava

Most construction disputes don’t start with bad intent — they start with miscommunication, unclear contracts, and broken trust.

In this episode of Finance at the Jobsite, Rishi sits down with Kenneth Rubinstein — a senior construction attorney, arbitrator, and litigation expert who has handled high-stakes, “bet-the-company” disputes across the industry .

With nearly 30 years of experience, Ken breaks down what really happens inside arbitration rooms, why projects quietly turn into claims, and how small mistakes (like one careless email) can cost hundreds of thousands of dollars.

🔑 What You’ll Learn:

• Why trust — not contracts — is the real trigger for disputes
• The #1 misconception contractors have about litigation outcomes
• How judges and arbitrators actually decide cases
• Why emails and texts become Exhibit A (and how they can destroy your case)
• The real reason replacing a subcontractor can cost 2–4x more
• How to prove delays when everyone blames everyone
• The psychology behind negotiation, leverage, and settlement
• The single most important thing to get right before a project starts

💡 Key Takeaways:

• “95% of both sides think they’re right — and that’s the problem.”
• Your contract sets the rules, but your documents win the case
• One bad internal email can cost you $500K+
• If there’s ambiguity, the decision often comes down to credibility and likability

👷‍♂️ Who This Episode Is For:

• Contractors, subcontractors, and project managers
• CFOs and finance leaders in construction
• Anyone dealing with contracts, change orders, or disputes

🚧 Bottom Line:

Clear contracts, clean documentation, and strong relationships don’t just make projects run smoother — they keep you out of court.

🔔 Subscribe for more episodes on construction finance, operations, and AI
📩 Join the newsletter: https://beiinghuman.com/newsletter-signup

#Construction #ConstructionLaw #ProjectManagement #CFO #FinanceAtTheJobsite #Disputes #Contracts #Litigation #APAutomation

What actually goes wrong when construction companies invest in technology?

In this episode of Finance at the Jobsite, Rishi sits down with Robert Zimmerman — Construction Tech Executive, host of the ConTech Exec Podcast, and creator of the AI Jobsite Readiness Score™ — to break down the real reasons software fails in construction.

Robert has spent 30+ years in the industry, from journeyman carpenter to executive advisor, helping contractors scale with technology that actually drives results.

This conversation goes beyond the hype and gets into what actually matters:

• Why most construction tech investments don’t deliver ROI
• The hidden role of data governance in profit and cash flow
• Why AI won’t fix broken processes (and what will)
• The biggest myth about “digital transformation”
• How Excel, bad integrations, and culture quietly kill performance
• What CFOs should measure (instead of guessing ROI)
• The 3 pillars contractors must get right to win with AI

One of the most important takeaways:
Technology doesn’t fix chaos — it amplifies it.

If you’re a contractor, CFO, or operator trying to cut through the noise of AI and construction tech, this episode will fundamentally change how you think about software, data, and decision-making.

📩 Join our newsletter:
https://beiinghuman.com/newsletter-signup

#construction #contech #AI #constructionfinance #ERP #datagovernance #financeleaders #automation #constructionindustry #digitaltransformation #CFO #jobsite #constructionAI

Most construction companies don’t fail because they’re not working hard.
They fail because they don’t know what’s actually happening financially.

In this episode of Finance at the Jobsite, we sit down with Stewart Bohrer — The Construction CFO for Subcontractors — who took an unconventional path from BIM, prefab, and operations into finance.

We break down why:

• Most subcontractors don’t know if their jobs are profitable until it’s too late

• Cash flow issues are often billing problems, not revenue problems

• And why tracking just 4 key metrics can outperform any “fancy dashboard”

• Why prefab thinking = better financial predictability

• The real reason subcontractors feel financial pain before GCs

• How underbilling silently destroys profit

• The difference between gross profit vs net profit (and why it confuses everyone)

• Why job costing is the #1 system every contractor needs

• How a business can look profitable… but still run out of cash on Friday

• When to hire a fractional CFO vs in-house

“Most stress in construction is not knowing what you don’t know.”

And the fix isn’t more data —
it’s better systems and tighter focus.

• Subcontractors doing $1M–$10M in revenue

• Owners flying blind on job profitability

• Anyone still running their business on QuickBooks + gut feel

  
  

  Who this is for:

  • Subcontractors doing $1M–$10M in revenue
  • Owners flying blind on job profitability
  • Anyone still running their business on QuickBooks + gut feel

📩 Join our newsletter for more insights like this:
👉 https://www.beiinghuman.com/newsletter

#FinanceAtTheJobsite #ConstructionFinance #JobCosting #CashFlow #Subcontractors #CFO #ConstructionTech #AIinConstruction #Entrepreneurship #BuildingBusiness #ContractorLife #Finance

What happens when you go from working 500,000-volt power lines… to building one of the top podcasts in the trades?

In this episode of Finance at the Jobsite, I sit down with Ryan Lucas — a second-generation journeyman lineman turned brand leader and host of the Top 1% Powerline Podcast.

Ryan shares hard-earned lessons from 15+ years in the field and how they translate to leadership, finance, and communication inside construction companies.

We go deep on:

• Why the field vs. office disconnect is one of the biggest risks in construction
• The real meaning of trust (and why it compounds everything)
• How time on a spreadsheet ≠ time in the field
• The ROI of safety (hint: it’s not even a debate)
• Why storytelling is the most underrated skill in business today
• How Ryan’s podcast literally saved someone’s life

This conversation is a must-listen for CFOs, operators, and leaders who want to better understand the people actually building the work.

Because at the end of the day:

👉 Construction isn’t just numbers — it’s people, trust, and shared understanding.

Stay ahead in construction finance + AI:
👉 https://beiinghuman.com/newsletter/

#Construction #FinanceAtTheJobsite #Leadership #Trades #Lineman #Podcast #Storytelling #ConstructionFinance #AIinConstruction #FieldToOffice #Trust #Operations #CFO #ConstructionTech

🔗 Newsletter🔥 Hashtags

In this episode of Finance at the Jobsite, Rishi sits down with Bryce Wisan—Founder of Levvigo, CPA, and construction finance expert with 25+ years of experience—to unpack how contractors can turn accounting into a strategic advantage.

Bryce shares why most contractors don’t actually want to talk about accounting—they want to talk about cash flow, profitability, and jobs—and how great finance leaders translate numbers into operational decisions.

We dive into:

• Why job costing is the foundation of cash flow forecasting
• The #1 hiring mistake contractors make: the “half-right” accountant
• How nearshore accounting teams are changing the talent equation
• The real reason contractors feel “busy but blind”
• Practical frameworks: WIP reports, budget vs. actuals, and job post-mortems
• Where AI is actually delivering value today (system utilization + integrations)

Bryce also breaks down how better financial visibility enables faster, more confident decisions—especially in volatile markets—and what contractors can do in the next 90 days to dramatically improve cash clarity.

With a background spanning public accounting, CFO leadership, and now building Levvigo to deliver CFO-level insights to contractors, Bryce brings a rare blend of technical accounting depth + real-world construction perspective.

If you’re a contractor, CFO, or operator looking to move from reactive accounting to proactive decision-making—this episode is for you.

📩 Get more insights like this:
https://beiinghuman.com/newsletter-signup

🎙 Finance at the Jobsite — bridging construction finance and operations
👉 Subscribe for more conversations with top construction leaders

#ConstructionFinance #ConstructionAccounting #CashFlow #JobCosting #CFOInsights #ConstructionIndustry #APAutomation #ConstructionTech #FinanceAtTheJobsite #Contractors #AIinConstruction #Nearshore #Levvigo

In this episode of Finance at the Jobsite, Rishi sits down with Christopher Short — Founder & Managing Director of Borealis XR — to break down the real reasons construction projects fall behind, lose money, and create chaos on the jobsite.

Chris grew up in a family construction business and has worked across every layer of the industry — from laborer to superintendent to founder. With over 20 years of hands-on experience managing crews of 80–100 people and multi-million dollar projects, he shares what actually happens on real job sites (not what software demos show).

• Why projects fail due to information breakdown, not skill issues
• The hidden cost of schedule compression: overtime, safety risk, and rework
• Where profit leakage actually hides (and why most teams miss it)
• Why construction suffers from a “death of a thousand cuts”
• The reality of managing 40–60 trades on a single project
• How poor communication creates waste, delays, and frustration across teams
• Why most construction tech fails: too complex, too slow, not project-first
• Where AI will actually help (and where it’s just hype)

“Projects fail because the right information doesn’t reach the right person at the right time.”

This episode goes deep into how communication—not tools, not labor—is the real bottleneck in construction.

Chris Short is a construction operator turned founder who has:

• Managed large-scale crews and complex job sites
• Built and scaled construction businesses
• Led projects across residential, commercial, and student housing
• Founded Borealis XR to solve communication breakdowns on job sites

Get insights like this delivered weekly:
👉 https://beiinghuman.com/newsletter-signup/

Finance at the Jobsite explores how finance, operations, and technology intersect in construction — featuring CFOs, operators, and builders shaping the industry.

#Construction #ConstructionManagement #AIinConstruction #ProjectManagement #Jobsite #ConstructionTech #FinanceAtTheJobsite #Subcontractors #GeneralContractor #BIM #Procore #Startup #Founder #ConstructionIndustry

At what point does QuickBooks stop working for construction companies?

In this episode of Finance at the Jobsite, Rishi sits down with Kevin Jacobs, Fractional CFO at HORNE, to break down the real inflection point where contractors must move to a construction-specific ERP — and what it actually costs to wait too long.

Kevin brings 20+ years of construction finance experience, working with companies through growth, ERP migrations, and operational restructuring .

This is one of the most practical conversations we’ve had on:

• When to move from QuickBooks to systems like Vista, Spectrum, or Foundation

• How to quantify the cost of staying on broken processes

• Why ERP implementations fail (and how to avoid it)

• What a real 9–12 month migration actually looks like

• The hidden financial leakage in construction back offices

One of the biggest takeaways:
👉 Many contractors are unknowingly losing $1M+ per year due to inefficiencies, margin leakage, and poor systems

If you're a CFO, controller, or owner scaling a construction company, this episode will change how you think about your back office.

• Signs you’ve outgrown QuickBooks

• Labor inefficiency and margin leakage breakdown

• ERP selection: Vista vs Spectrum vs Foundation

• Data migration strategy (what to move vs leave behind)

• Why “software won’t fix broken processes”

• Real ERP implementation war stories

• How to get team buy-in during migrations

Stay ahead in construction finance:
👉 https://beiinghuman.com/newsletter/

Fractional CFO specializing in construction finance, WIP reporting, and ERP strategy.

#ConstructionFinance #ERP #QuickBooks #Vista #Spectrum #FoundationERP #CFO #ConstructionAccounting #AIinConstruction #FinanceAtTheJobsite #JobCosting #WIP #ConstructionTech #APAutomation #Contractors

In this episode of Finance at the Jobsite, Rishi sits down with Mark Smith, Ph.D., organizational psychologist, author of A Better Choice: The Manager’s Guide to Skills-First Hiring, and founder of A Better Choice Hire, to talk about what construction companies keep getting wrong when hiring and promoting leaders.

Mark has spent more than 20 years helping construction and engineering companies improve leadership teams, and he has assessed nearly 1,000 candidates across all levels. In this conversation, he explains why impressive resumes, degrees, job titles, and years of experience often fail to predict real-world leadership success.

They discuss:

• why skills-first hiring matters in construction

• why soft skills like communication, adaptability, and influence are often more important than technical credentials

• how structured interviews outperform gut-feel hiring

• how role-play assessments reveal hard-to-fake leadership signals

• common leadership gaps in project managers, superintendents, and internal promotion candidates

• how small and mid-sized contractors can improve hiring without building a massive HR function

• where AI may change hiring and leadership development over the next 3–5 years

If you hire, coach, or promote leaders in construction, this episode is packed with practical insight.

Subscribe to the Finance at the Jobsite newsletter here:
https://beiinghuman.com/newsletter-signup/

#FinanceAtTheJobsite #BeiingHuman #ConstructionLeadership #ConstructionHiring #SkillsFirstHiring #ProjectManagement #Superintendents #LeadershipDevelopment #ConstructionFinance #OrganizationalPsychology

What if the person with the best resume is actually the wrong leadership hire?

In this episode of Finance at the Jobsite, Rishi talks with Mark Smith, Ph.D. — organizational psychologist, author, and founder of A Better Choice Hire — about why construction companies should rely less on degrees, titles, and gut feel, and more on skills-first hiring and realistic leadership assessments.

Mark shares lessons from assessing nearly 1,000 candidates and explains what actually predicts leadership success in construction: communication, adaptability, influence, and the ability to lead in real-world situations.

They cover hiring project managers and superintendents, internal promotions, leadership development, structured interviews, assessment design, and the future of AI in hiring.

Subscribe to the Finance at the Jobsite newsletter here:
https://beiinghuman.com/newsletter-signup/

#Construction #ConstructionManagement #Hiring #Leadership #ConstructionOps #TalentAssessment #SkillsBasedHiring #FinanceAtTheJobsite #BeiingHuman

In this episode of Finance at the Jobsite, Rishi sits down with Krystal Madonia, CFO of Haley Construction, to talk about her non-traditional path into accounting leadership, what she learned from construction audit work, and how finance leaders can better connect with field teams.

Krystal shares lessons from moving between public accounting and industry, stepping into the CFO seat at Haley Construction, and helping lead a growing contractor through process, systems, and operational change. The conversation also dives into ERP reality in construction: legacy systems, Procore integration, change orders, WIP discipline, and why ERP migrations are often more about people than software.

They also explore SOPs, institutional knowledge transfer, field-accounting communication, and the implementation mistakes that happen when office teams roll out tools without involving operations.

If you’re a construction CFO, controller, project executive, or operations leader thinking about systems, growth, and how to make finance more useful to the field, this episode is for you.

Topics covered:
#ConstructionAccounting #ConstructionCFO #ERP #ERPMigration #Procore #WIP #JobCosting #ConstructionFinance #CFMA #ConstructionOperations #SOPs #WorkInProgress #ProjectManagement #AccountingLeadership #FinanceAtTheJobsite

Subscribe to the Finance at the Jobsite newsletter:
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What does “real CFO leadership” look like inside a 3rd-generation commercial GC doing 475 active jobs at once?

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Kim Beeler-Peterson, CFO + Owner at Beeler Construction (Wisconsin), to unpack how her role evolved from hands-on bookkeeping (back when everything was paper ledgers) into forward-looking financial leadership—built on WIP discipline, Power BI dashboards, KPI triggers, and PM financial training.

We cover:

• How Kim transitioned from “controller + everything else” to a true CFO mindset (and what she had to let go of)

• The real cause of “ping-pong” between accounting and PMs—and how to fix it with clearer ownership and better systems

• Why Beeler is layering Autodesk Construction Cloud (ACC) on top of Sage 100 Contractor to give PMs one dashboard instead of five ERP screens

• The most common PM financial mistakes: budgets missing, change orders lagging, and committed costs that don’t math

• Building a “PM finance boot camp” using Trainual + tests

• Running high-volume, small-dollar work and still forecasting cleanly using Power BI + mid-month PM reports

• Occupied healthcare + emergency work: what “good financial leadership” looks like during a crisis (including insurance-tracked costs and split scopes)

• Practical AI use cases in construction finance: contract comparisons, sales/use tax questions, state licensing research, Copilot searching your inbox, and even shareholder agreement summaries

If you’re a construction CFO/controller trying to modernize without breaking the business—this one is packed with specific systems, habits, and lessons learned.

Newsletter (Finance at the Jobsite): https://beiinghuman.com/newsletter-signup/

Hashtags

#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #CFMA #CFO #Controller #JobCosting #WIP #ProjectControls #Sage100Contractor #AutodeskConstructionCloud #PowerBI #ConstructionTechnology #ProjectManagement #AIinConstruction

What really happens between engineered drawings and real-world construction?

In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Julian Finelli, a third-party construction inspector whose unconventional path — from political science and land conservation work to concrete labor and materials testing — offers a rare ground-level perspective on risk, accountability, and decision-making in construction.

Julian shares what shocked him most stepping onto a job site at age 29, how field experience reshapes assumptions about expertise, and why small on-site decisions can quietly cost (or save) hundreds of thousands of dollars.

From redesigning bridges to failed concrete pours and inspection pressure in the field, this conversation explores the hidden financial and operational realities that owners, CFOs, and finance leaders rarely see — but ultimately pay for.

Topics include:

• Jobsite reality vs engineered plans

• Why lack of planning creates safety and financial risk

• Field knowledge vs academic expertise

• Third-party inspections and accountability

• How small mistakes become six-figure problems

• Why “slow equals smooth, smooth equals fast” applies to construction finance

• The real cost of rushing inspections and material testing

Julian currently works as a Field Technician performing materials testing and compliance inspections across Western North Carolina, ensuring projects meet safety and engineering standards.

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#FinanceAtTheJobsite #ConstructionFinance #ConstructionIndustry #JobsiteReality #ConstructionRisk #FieldToOffice #APAutomation #ConstructionLeadership #ProjectControls #ConstructionSafety #Concrete #Inspection #BuiltEnvironment

🔨 Hashtags

What really breaks down between the job site and the office?

In this episode of Finance at the Jobsite, I sit down with Teimon Phillips — CAPM-certified Project Manager and former Systems Manager — to unpack the real-world friction points in production home building.

From his first renovation project at the Black History Museum in Richmond to leading systems transitions at Fabling Built and now managing production builds, Teimon shares what actually matters in the field — and what the office often misses.

We cover:

• Why 5-minute decisions should never be postponed
• The hidden information gap between design specs and trade execution
• How small PO errors can trigger major accounting chaos
• The real reason budgets drift (hint: it’s usually dirt)
• Why most companies fail at construction tech implementation
• The minimum viable daily log that protects you without wasting 2 hours
• Why voice-to-text might be the future of field productivity

Teimon also shares the three workflows every production PM tool must nail to actually work in the field.

If you're a construction CFO, PM, estimator, or systems leader trying to align field execution with financial control — this one is packed with practical insight.

📩 Join our Construction Finance newsletter:
https://beiinghuman.com/newsletter-signup

#ConstructionManagement #ProductionBuilding #ConstructionCFO #ProjectManagement #ConstructionTech #DailyLogs #POManagement #FinanceAtTheJobsite

In this episode of Finance at the Jobsite, I sit down with Aditya Pandit, Project Manager at BECO, to explore what it really means to lead in construction — from the field to finance, from pre-construction assumptions to long-term operations.

Aditya shares his journey from India to the U.S., and how the immigrant mindset shaped his approach to leadership:

Credibility isn’t given — it’s earned through preparation, honesty, and results.

We dive into some of the most important realities in modern development and construction:

• Why schedules fail before the job even starts

• The three most underestimated drivers of delays: design coordination, long-lead items, and inspections

• What younger PMs must learn early: field ownership, budgeting, and trade alignment

• How the owner-developer-GC model changes cost, quality, and risk

• Why pre-construction is the most misunderstood (and most critical) phase

• HUD financing as “a whole different animal” — and what the one-year process feels like internally

• Coastal construction realities: condensation, drainage failures, mold, and why “water always wins”

• The feedback loop between asset management and building better prototypes

• Where technology helps (Excel, ClickUp, Yardi, AI estimating) — and where it becomes digital paperwork

Aditya also leaves listeners with a powerful reminder:

The cheapest decision during construction is often the most expensive one during operations.

This is a must-listen for construction CFOs, project managers, developers, and anyone thinking long-term about how buildings perform after turnover.

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#Construction #ProjectManagement #ConstructionFinance #RealEstateDevelopment #HUDFinancing #OwnerBuilder #Preconstruction #ConstructionTechnology #Leadership #FinanceAtTheJobsite

What does it actually look like to sell a construction business — from the first conversation to cash in the bank?

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with:

• Tyler McCrary (VRA Partners, Investment Banking)

• Helana Robbins Huddleston (CohnReznick Advisory, Quality of Earnings)

Together, they break down the real mechanics behind construction M&A, including:

✅ How contractors should prepare 12–24 months before a sale
✅ Why construction deals are uniquely complex (WIP, % completion, backlog)
✅ What “Quality of Earnings” actually means in plain English
✅ The biggest valuation drivers: recurring revenue, customer concentration, team depth
✅ Working capital pegs explained with the best “gas in the car” analogy you’ll hear
✅ Common mistakes founders make that quietly destroy value
✅ The human side of selling a family-owned construction business

Whether you’re a contractor, CFO, controller, or owner thinking about growth, acquisition, or exit planning — this episode is packed with practical insight from professionals who do these deals every day.

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#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #MergersAndAcquisitions #QualityOfEarnings #ContractorCFO #ConstructionBusiness #PrivateEquity #JobCosting #WIP #ConstructionLeadership #DealMaking

What actually determines whether a contractor can win bigger public projects?

In this episode of Finance at the Jobsite, I sit down with Zach Comfort, Vice President & Senior Underwriting Officer at Zurich North America Contract Surety, to break down how surety really works — and why bonding is far more than a compliance requirement.

Zach explains surety in plain English:

✔️ Why bonds protect taxpayers on public jobs
✔️ The “3 Cs” of underwriting: Capital, Capacity, and Character
✔️ Early financial warning signs sureties watch for (profit fades, underbillings, fragile liquidity)
✔️ How contractors can treat surety like a credit partner, not a commodity
✔️ What project managers can do day-to-day to strengthen bonding confidence
✔️ How technology, dashboards, and AI can reduce surprises and build trust

If you’re a construction CFO, controller, or contractor looking to scale responsibly, this conversation is packed with insights that directly impact your bonding capacity — and your growth.

🎙 Guest: Zach Comfort (Zurich North America – Contract Surety)
Connect with Zach on LinkedIn: www.linkedin.com/in/zachary-c-a525b285

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#ConstructionFinance #SuretyBonds #ContractorGrowth #ConstructionCFO #BondingCapacity #WorkingCapital #ConstructionAccounting #FinanceAtTheJobsite #Zurich #ConstructionTechnology #AIinConstruction

What does it really take to run a profitable heavy civil contractor in 2026?

In this episode of Finance at the Jobsite, I sit down with Yvette Aubin, CFO of Ebsary Foundation Company, a construction finance leader with nearly 25 years of experience across government contracting, equipment strategy, risk management, and CFMA national leadership.

We go deep into the financial reality that most contractors underestimate:

🚧 Equipment isn’t just an operations issue — it’s a CFO-level lever for margin, schedule, and survival.

In this conversation, Yvette breaks down:

• Why preventive + predictive maintenance is the #1 fleet risk

• How underutilized equipment silently destroys profitability

• The importance of rate-setting and cost feedback into estimating

• How CFMA’s Heavy Equipment Comparator (HEC) helps contractors benchmark performance

• How telematics + AI are reshaping the future of fleet finance

• Why the best contractors treat fleet strategy like capital allocation

If you’re a contractor under $100M (or even $1B), this episode will change how you think about heavy equipment.

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#ConstructionFinance #HeavyCivil #EquipmentManagement #CFMA #ConstructionCFO #FleetStrategy #Telematics #PredictiveMaintenance #ConstructionAccounting #AIinConstruction #ContractorLeadership #FinanceAtTheJobsite

Many construction owners scale revenue—but never scale their take-home pay.

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Patrick Shurney, former commercial banker turned Millionaire Contractor Coach, who has reviewed 10,000+ financial statements and approved $2B+ in construction loans.

Patrick breaks down why contractors doing $5M–$50M+ in revenue often earn less than their foremen—and how focusing on the wrong numbers quietly destroys cash flow, profit, and peace of mind.

You’ll learn:

• The 7 financial numbers every contractor must know (and why most don’t)

• Why gross profit margin, not revenue growth, is the biggest income lever

• How shaving just a few days off accounts receivable can unlock six figures in cash

• Why companies can be “profitable” on paper but broke in reality

• How to become bankable, bondable, and capital-ready

• What changes can realistically happen in 30, 90, and 180 days

• The mindset shift required to move from operator → CEO

📊 Supporting Resources Mentioned in This Episode:

• 7 Numbers Industry Benchmarks:
  https://go.3pcllc.com/the-7-numbers-industry-comparison

• Accounts Receivable (A/R) Turnover Calculator:
  https://docs.google.com/spreadsheets/d/1AeP5NHp8BaTBWRhF-0LnEciXsEYYs-s5Fs7Ffh35CHU/edit

Patrick also explains why finance should be simple, how to build a one-page financial blueprint, and why construction remains one of the most reliable paths to real wealth—even in an AI-driven economy.

🎧 If you’re a contractor, CFO, or construction leader tired of working harder while earning less, this episode is a must-listen.

📩 Subscribe to the Finance at the Jobsite newsletter for more real conversations on construction finance, cash flow, and operations:
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#FinanceAtTheJobsite #ConstructionFinance #ContractorLife #CashFlow #ConstructionCFO #GrossMargin #ConstructionBusiness #ConTech #Jobsite #ConstructionLeadership

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Samuel McAravey, a seasoned engineering leader who has spent over 16 years building and scaling enterprise B2B SaaS platforms across FinTech and construction technology.

Samuel shares his journey from hands-on software engineer to leading globally distributed teams, and why trust—not features—is the real product in construction finance. They dig into why construction accounting systems are so complex, how ERP integrations become the true bottleneck to adoption, and why “move fast and break things” simply doesn’t work when real money, compliance, and livelihoods are on the line.

This conversation covers:

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

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

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.

👉 Subscribe to the Finance at the Jobsite Newsletter for more conversations like this:
https://financeatthejobsite.substack.com

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

Most construction companies already have an ERP — yet their teams are still drowning in spreadsheets, email approvals, and double entry.

In this episode of Finance at the Jobsite, Rishi sits down with Gavin Dick of Atlas CFO to unpack why construction accounting and back-office operations stay fragmented long after an ERP implementation — and how contractors can fix it without ripping everything out and starting over .

Gavin shares a practical, systems-first approach to construction finance and technology, including:

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

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.

📩 Subscribe to the Finance at the Jobsite newsletter:
👉 https://beiinghuman.com/newsletter/

🎙️ Search “Finance at the Jobsite” on Spotify, Apple Podcasts, or YouTube to listen and subscribe.

#ConstructionFinance #ContractorAccounting #WIP #CashFlow #ConstructionCPA #TaxPlanning #FractionalCFO #BuildersTax #FinanceAtTheJobsite

Compliance isn’t the goal — it’s the starting point.

In this episode of Finance at the Jobsite, I sit down with Lee Klein III, Principal at BDO, to unpack how construction CFOs and owners can move beyond “check-the-box” accounting and use financials as a true strategic weapon.

We cover:

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

📩 Subscribe to the Finance at the Jobsite newsletter:
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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

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.

👉 Subscribe to our newsletter: https://beiinghuman.com/newsletter
(New episodes, field insights, and finance-at-the-jobsite thinking delivered weekly)

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

#FinanceAtTheJobsite #ConstructionLeadership #SuperintendentLife #IBEW
#ConstructionManagement #FieldLeadership #JobsiteReality #ConstructionFinance
#TradePride #Forecasting #ProjectControls #VoiceInConstruction

🔖 Hashtags

Most contractors don’t fail because of bad work.
They fail because of bad contracts.

In this episode of Finance at the Jobsite, I sit down with Megan Shapiro, construction attorney, contract coach, and founder of Do It Like a Lawyer™, to break down why contracts are one of the most misunderstood—and most powerful—financial tools in construction.

We talk about why so many subcontractors sign agreements they never read, how notice provisions quietly destroy cash flow, and why “no redlines accepted” is often a red flag, not a rule.

Megan shares her OWN™ framework—Optimize, Weigh, Negotiate—and explains how construction leaders can:

• Reduce risk before the project 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

📬 Get more conversations like this
Sign up for the Finance at the Jobsite newsletter:
👉 https://beiinghuman.com/newsletter-signup/

#ConstructionFinance #ConstructionContracts #RiskManagement
#CashFlow #CFO #Subcontractors #ConstructionLaw
#FinanceAtTheJobsite #Leadership #WomenInConstruction
#AIinConstruction #DoItLikeALawyer

What does it really take to manage a 1,100-home, multi-year reconstruction program—and keep the numbers honest?

In this episode of Finance at the Jobsite, I sit down with Charles Britt, a construction leader with nearly 18 years in the Air National Guard who now oversees large-scale mechanical reconstruction at Keesler Air Force Base.

Charles breaks down how military accountability shaped the way he thinks about money, contracts, and responsibility—and why every house on a job should be treated like its own standalone investment.

We cover:

• Why cash flow is the oxygen of large 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.

📬 Subscribe to the Finance at the Jobsite newsletter:
https://beiinghuman.com/newsletter-signup/

🎙 Finance at the Jobsite — real conversations about how construction actually works, where money is made or lost, and how leaders think on the ground.

#FinanceAtTheJobsite #ConstructionFinance #JobCosting #CashFlow #ProjectManagement #ConstructionLeadership #FieldOperations #ConstructionTechnology

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Lymor Wasserman, a seasoned construction finance leader with nearly two decades of experience across HVAC, security, and telecom construction.

Lymor shares practical, hard-won insights on what actually matters in construction finance — from unit-based billing and cash flow challenges in broadband construction to designing KPIs that help project managers run better jobs, not just satisfy leadership dashboards.

You’ll hear a candid discussion on:

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

📬 Get more insights like this — straight from the field to finance:
👉 https://beiinghuman.com/newsletter-signup/

If you’re a construction CFO, controller, PM, or operations leader trying to align numbers with reality in the field — this one’s for you.

What does a surety underwriter actually look for when deciding whether to support a contractor?

In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Jacob Studer, Construction Surety Bond Underwriter at Travelers, to unpack how bonding decisions are really made — beyond ratios and checklists.

Jacob brings a rare perspective, having worked in the field as a framer and electrician, run his own contracting businesses, and now underwrite bonds for contractors nationwide. That hands-on background shapes how he evaluates risk, character, and long-term potential.

In this conversation, we cover:

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

• Why one bad project can take down an otherwise healthy 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

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.

👉 Stay ahead of construction finance, tech, and field-tested leadership lessons.
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Hashtags
#FinanceAtTheJobsite #ConstructionFinance #ElectricalContractor #ConstructionLeadership #ConstructionBusiness #DataCenters #EVCharging #ConstructionTech #Trades #SkilledTrades #CommercialConstruction #JobsiteFinance