Finance at the Jobsite

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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