Finance at the Jobsite

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...

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 compa...

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 companie...

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 Cons...

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—bu...

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 decis...

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 m...

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 t...

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:...

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 prote...

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 co...

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 les...

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...

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 d...

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...

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 c...

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 commo...

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 actual...

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 ag...

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 w...

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 desi...

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...

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 twis...

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,...

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 de...