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:
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 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.
📩 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 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.
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 costing
Why short-duration projects demand faster forecasting, tighter communication, and disciplined stops/starts
The real impact of weather, soil conditions, and field logistics—variables finance teams rarely see on a spreadsheet
How farmers, as “CEOs of multimillion-dollar operations,” require clear communication and expectation management
The tech stack that transformed Ellingson’s operations: HCSS, Esri GIS, Microsoft Project, and Power BI
How calm, steady leadership reduces mistakes, improves morale, and protects margins
The moment when job costing “clicked” and changed the way he operated forever
Dusty’s story is the blueprint for how modern construction companies grow leaders who can bridge field reality and financial truth. Whether you’re a CFO, controller, PM, or superintendent—this episode gives you a clearer window into how great operations teams think.
👉 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 visibility
Why SMB contractors (under $10M) are now adopting tech faster than ever
The biggest misconceptions owners still have about ERPs
How AI is about to reshape billing, bank rec, AP, reporting, and cost control
What separates contractors who succeed in digital transformation from those who stall
The mindset owners, CFOs, and PMs need to stay competitive in this new era
If you’re a CFO, controller, PM, or construction leader trying to understand where technology is actually going, this episode delivers a candid, insider view from one of the most experienced voices in the AEC/O ecosystem.
👉 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 like
The two issues keeping contractors up at night: labor and continuity
How poor financial reporting quietly destroys bonding capacity
Why your accounting department is not “overhead” — it’s growth infrastructure
ESOPs vs. private equity: which transition paths work, which collapse, and why
The #1 financial habit of contractors who grow past $50M+ successfully
Why your WIP is your report card — and how sureties read it
The real pitfalls of rapid growth: cash flow drag, new hires, and cultural drift
How owners should think about winding down a company the right way
Margie also reveals the one habit CFOs can implement this month to immediately strengthen their surety profile.
https://beiinghuman.com/newsletter-signup/
#Surety #ConstructionFinance #Bonding #ConstructionLeadership #ESOP #PrivateEquity #ConstructionGrowth
#WIPReporting #ConstructionCFO #FinanceAtTheJobsite #ConstructionRisk #ContractorSuccess #SuretyAdvisor
In this episode of Finance at the Jobsite, Rishi sits down with Mark Schwab, CEO & founder of CivilTakeoff.ai and operations leader at Elite Earthworks. Mark shares his unlikely journey from studying cinematography to becoming a construction tech founder — and why grading contractors desperately need better estimating and takeoff workflows.
Drawing from his firsthand experience in HR, payroll, dispatch, job costing, equipment reporting, and IT, Mark explains why contractors misunderstand reporting, where finance teams struggle, and why estimating is still one of the most painfully manual parts of construction.
We dive deep into:
How writing SOPs exposed hidden workflow inefficiencies
Why most contractors misuse reporting (and the one report that really matters)
How equipment profitability truly drives decisions in grading
Why accurate job costing is life-or-death for Earthwork contractors
The AI gap in takeoff — and why CivilTakeoff.ai chose to train custom vision models
Common misconceptions about AI in estimating
What early users taught them about intuitive UX in construction
The challenges of building a contractor-first software company
Why now is the best time for construction professionals to start tech companies
Mark also opens up about the complexity of multi-step invoice approval, retention risks, and the hidden operational burdens many outsiders miss. Toward the end, he shares practical advice for construction leaders looking to build technology — even if they don’t have a coding background.
👉 Subscribe to the Finance at the Jobsite newsletter:
https://beiinghuman.com/newsletter-signup/
#ConstructionTech #Estimating #Takeoff #CivilConstruction #Earthwork #ConstructionFinance #ContractorLife #AIinConstruction #FinanceAtTheJobsite #RishiSrivastava #CivilTakeoff #ConstructionInnovation
In this episode of Finance at the Jobsite, we dive deep into the human side of construction technology — why tools succeed, why they fail, and what construction finance leaders can do to make change actually work.
Our guest, Victor Sturgis of First Rule Contract Manager, brings a rare blend of tax, construction advisory, and startup experience. From leading long-term contract calculations for major GCs to transforming how teams adopt technology, Victor shares some of the most practical leadership insights in the industry.
You’ll learn:
🔹 Why “all friction is good friction” in accounting, project teams, and tech rollouts
🔹 The moment Victor realized construction needed better contract and data intelligence
🔹 Why implementations fail even when the software is solid
🔹 How CFOs and controllers can make a PACT (Performance, Alignment, Communication, Transition Support) with vendors
🔹 The importance of helping people feel seen, heard, and supported
🔹 What future-ready construction finance leadership looks like in the AI era
🔹 The #1 mistake companies make during tech adoption — and how to avoid it
This episode is a must-listen for construction CFOs, controllers, AP leaders, and anyone responsible for driving organizational change.
📬 Get our newsletter for more conversations like this:
https://beiinghuman.com/newsletter-signup/
#ConstructionFinance #ConstructionTech #CFO #Leadership #ChangeManagement #ContractManagement #AIinConstruction #FinanceAtTheJobsite
In this episode of Finance at the Jobsite, Rishi sits down with Dan Kraft, CPA, Tax Director at Dean Dorton and a nationally recognized expert in flow-through taxation across the construction, real-estate, and manufacturing sectors.
Dan brings a rare blend of deep tax knowledge and genuine people-first communication. Known for breaking down complex tax concepts into plain English, he supports contractors, subcontractors, and multi-entity organizations in navigating an ever-changing tax landscape.
Drawing on 20+ years in construction finance, Dan shares:
From early days working with small subcontractors to leading major construction portfolio.
Why cash flow discipline matters more than tax strategy — and how poor WIP management has sunk many companies.
How to choose between S-corps, partnerships, and C-corps based on long-term goals — not short-term tax rates.
Practical guidance on avoiding surprises and planning proactively.
Why many growing contractors outgrow their internal accounting talent — and when to upgrade infrastructure.
How foremen and PMs influence margins, leakage, and ultimately the company’s tax position.
The must-review checklist: WIP, P&L categorization, fixed assets, and upcoming cash needs.
Dan is active in the Construction Financial Management Association (CFMA) and advises leaders nationwide on tax strategy, entity structuring, and long-term planning.
Whether you’re a CFO, controller, owner, or field leader — this episode will sharpen how you think about cash flow, tax planning, and risk.
🔹 His path into construction and why he fell in love with the industry🔹 The biggest contractor tax blind spots🔹 Entity structure clarity🔹 What owners should watch in their K-1s, basis, compensation & distributions🔹 Scaling red flags🔹 Field-level decisions that impact tax🔹 What every CFO should review before year-end
In this episode of Finance at the Jobsite, Rishi Srivastava sits down with Jennifer Tindal, CFO at MSS Solutions (mechanical contractor) and longtime CFMA leader in Charlotte, to unpack what it really takes to build a best-in-class finance organization inside a complex construction business.
Jennifer shares how she “accidentally” fell into construction accounting, why she stayed, and how working across material suppliers, GCs, and subcontractors shaped the way she leads today. From job costing and WIP to AP automation and culture, this is a masterclass in finance leadership for construction.
🎧 In this conversation, we cover:
Jennifer’s unconventional path into construction finance and why the industry hooked her
Lessons from working on the vendor, GC, and subcontractor sides—and how that shapes her decisions as CFO
How MSS keeps job cost, cash flow, and performance aligned across HVAC, automation, fire/security, and fabrication divisions
The rhythms that actually work: JSR meetings, regional reviews, and cross-functional huddles between ops and accounting
Balancing 80% project work and 20% service without creating ERP and process chaos
Coaching teams to read WIP reports as insight, not just numbers, and how to tell a compelling story to lenders and sureties
What she looks for in technology and AP automation tools—and why human buy-in matters more than features
Turning accountants into business partners, not data processors: delegation, empowerment, and letting people “stub their toe”
How CFMA peer groups sharpened her leadership, benchmarks, and technology decisions
MSS’s roadmap for the next 12–18 months: divisional finance leaders, regional accounting talent, and a culture where team success comes first
📩 Stay in the loop:
For more construction finance insights, tools, and episode recaps, subscribe to the Beiing Human newsletter:
https://beiinghuman.com/newsletter-signup/
👉 Follow Finance at the Jobsite for more conversations with the people building the future of construction finance.
In this episode of Finance at the Jobsite, Rishi sits down with Shreesha Ramdas, Founder & CEO of Lumber, to break down one of the biggest challenges in construction finance today: how to unify payroll, workforce management, compliance, and job costing using purpose-built AI.
Shreesha shares his journey from building multiple SaaS companies (LeadFormix → SAP, StrikeDeck → Medallia) to entering construction—a world still dominated by spreadsheets, manual workflows, and fragmented back-office systems. What he discovered became the foundation for Lumber:
a platform that automates complex payroll, prevailing wage, certified payroll, time tracking, and compliance with high accuracy, auditability, and human-in-the-loop guardrails.
Shreesha’s origin story and why he pivoted from customer-success SaaS to construction tech.
Why recruiting, retaining, and supporting craft workers is THE bottleneck for contractors today.
How AI can automate up to 95% of payroll compliance checks—and where human judgment is still essential.
Why most construction ERPs are “systems of record,” and how Lumber acts as a system of action on top of them.
The importance of anomaly detection, audit trails, explainability, and domain-trained LLMs.
Real examples: how contractors caught labor leakage, misclassifications, and overtime errors using AI.
The evolving role of the construction controller—from historical reporter to strategic risk manager.
A realistic roadmap for CFOs who want to build a connected, real-time back office.
“We don’t sell AI—we sell predictability and auditability powered by AI.” — Shreesha Ramdas
Stay ahead of construction finance, AI, and jobsite innovation:
https://beiinghuman.com/newsletter-signup/
🔍 What We Cover in This Episode💡 Key Insight📩 Subscribe to the Newsletter
What does full-cycle accounting really look like in construction? Controller Ben Yeh shares how he cut aged receivables from $600,000 to near zero, built smarter 60-day cash flow forecasts, and turned finance and field teams into true partners.
In this conversation with Rishi Srivastava, founder of Beiing Human, Ben dives deep into:
Building trust between finance and operations teams
Catching margin erosion before it hits your P&L
Communicating complex financial realities to ownership
Lessons from ERP transitions, cash flow forecasting, and payables automation
Why humility, curiosity, and collaboration make great controllers
If you’re a construction CFO, controller, or owner, this episode will reshape how you think about accounting — not as data entry, but as a real-world management tool.
🎙️ Finance at the Jobsite is where construction finance meets the field.
Subscribe on Spotify, Apple Podcasts, or YouTube — and join the newsletter for exclusive insights and upcoming episodes:
👉 https://beiinghuman.com/newsletter-signup/
In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Isha Juneja, co-founder and CEO of ContraVault AI, to explore her bold journey from corporate life at NatWest and Microsoft to becoming a two-time startup founder.
Isha shares how her first company, UltraPOS, was acquired by SuperTails—and what she learned about ownership, grit, and starting again. She breaks down how Contravault AI uses generative AI to uncover hidden risks in complex RFPs and tenders, transforming how companies bid and make multi-million-dollar decisions.
They also dive into:
The spark that pushed Isha from corporate to entrepreneurship
Lessons from building a startup with family and balancing boundaries
How GenAI is changing procurement, construction, and risk management
Why every AI process should still “end with a human”
Her advice for leaders, CFOs, and women entrepreneurs taking the plunge
📈 Subscribe to Finance at the Jobsite to hear how construction leaders are connecting back-office finance with field execution — and building smarter, faster, and more profitable projects.
🔗 Newsletter: beiinghuman.com/newsletter-signup
In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Melissa Dick, co-founder of Atlas CFO and former mechanical contractor CFO, to explore what it really takes to build accurate financials and systems that drive confident decision-making.
Melissa shares her journey from public accounting to running a mechanical contracting business — and the unique perspective that shaped her framework for strong financial management. Together, they break down:
✅ Why many contractors focus too much on taxes instead of visibility
✅ The 4-step framework for getting from transactions to strategy
✅ How to build reliable WIP reports that actually match reality
✅ The balance between timeliness and accuracy in accounting
✅ The critical role of technology, training, and process discipline
✅ Practical advice for contractors struggling with reconciliations
If you’ve ever wondered how to connect the back office with the field — and turn your accounting into a true decision-making tool — this conversation is for you.
🎙️ Subscribe to Finance at the Jobsite for more insights from construction CFOs, controllers, and industry leaders.
📰 Join our newsletter: beiinghuman.com/newsletter-signup
In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Shane Dick, CPA and co-founder of Atlas CFO, to unpack how contractors can turn financial data into strategic growth.
Shane shares the story behind the Atlas Growth Model — a framework that connects transactions, reconciliations, and financials to forward-looking strategy. From managing job mix and overbillings to forecasting three years ahead, Shane explains how contractors can strengthen cash flow, avoid risky jobs, and build lasting value.
💡 Topics Covered:
Why job mix determines profitability
The truth about cash flow myths and overbillings
How to forecast growth and manage banking relationships
The link between balance sheets and P&Ls
Real-world examples of better job selection and financial visibility
🎙️ Guest: Shane Dick, CPA, Co-Founder at Atlas CFO
🎧 Host: Rishi Srivastava, CEO of Beiing Human and Host of Finance at the Jobsite
📩 Stay in the loop: Sign up for the Finance at the Jobsite newsletter
https://beiinghuman.com/newsletter-signup/
In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Erin Khan, Director of Operations at Women in Construction Tech and former innovation leader at Suffolk Construction and Morley Builders.
Erin shares her journey from GC operations to independent consulting—and the lessons learned about bridging the gap between construction’s field realities and fast-moving technology.
💡 Topics we cover:
Why training and implementation—not software—are the biggest modernization challenges
How mid-market contractors can plan their first 90 days of digital transformation
What makes or breaks field adoption of tools like Bluebeam and BIM 360
KPIs and criteria for scaling successful pilots across jobsites
The role of AI in finance — where to automate, and where humans must stay in the loop
Voice data as an untapped goldmine for risk and cash-flow insights
Empowering underrepresented talent and women leaders in construction innovation
🎙️ “You don’t get what you expect—you get what you inspect.”
Listen now and learn how to align people, process, and technology to build smarter, faster, and more profitably.
📩 Stay connected: Sign up for our Finance at the Jobsite newsletter
https://beiinghuman.com/newsletter-signup/
#ConstructionFinance #ConstructionTech #WomenInConstruction #AIAutomation #FinanceAtTheJobsite #BeiingHuman