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PODCAST

Finance at the Jobsite

Rishi Srivastava

Running finance in construction isn’t easy — and we’re here to make it easier. On the Finance at the Jobsite Podcast, host Rishi Srivastava talks with top CFOs, owners, controllers, Ops and IT experts about what’s working, what’s broken, and what’s next. If you care about cash flow, automation, and smarter financial decision-making in construction, this show is for you.

business management

All Episodes

00:26:35

Field Reality vs Office Systems: How Production...

Finance at the Jobsite ·

2026/02/24

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

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00:30:11

Earning Trust in Construction: Immigrant Leadership,...

Finance at the Jobsite ·

2026/02/18

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

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00:59:16

Selling a Construction Company: M&A, Quality of...

Finance at the Jobsite ·

2026/02/16

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

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00:24:19

Surety Bonds Explained: Capital, Capacity & Character...

Finance at the Jobsite ·

2026/02/09

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

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00:29:48

Heavy Equipment Is a CFO Problem: Fleet Strategy,...

Finance at the Jobsite ·

2026/02/04

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,

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00:43:10

Why $20M Contractors Still Feel Broke — The 7 Numbers...

Finance at the Jobsite ·

2026/02/02

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

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00:35:07

Building Trust at Scale: Engineering Reliable...

Finance at the Jobsite ·

2026/01/26

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

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00:53:03

Culture Is the Control System: How Construction CFOs...

Finance at the Jobsite ·

2026/01/15

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

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00:26:42

From Spreadsheets to Systems: How Contractors Fix...

Finance at the Jobsite ·

2026/01/12

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

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00:50:13

Cash Flow, WIP, and Tax Strategy: A CFO Playbook for...

Finance at the Jobsite ·

2026/01/05

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,

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00:50:24

Compliance Is the Floor: How Construction CFOs Use...

Finance at the Jobsite ·

2025/12/31

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

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00:40:53

From the Field to the Chessboard: How Great...

Finance at the Jobsite ·

2025/12/29

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

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00:50:11

Contracts Are a Financial Weapon: Megan Shapiro on...

Finance at the Jobsite ·

2025/12/24

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

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00:23:54

Managing 1,100 Homes Like an Investment Portfolio |...

Finance at the Jobsite ·

2025/12/22

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

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00:44:07

Breaking the Finance vs Ops Wall: KPIs, Cash Flow &...

Finance at the Jobsite ·

2025/12/18

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

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00:42:44

How Surety Underwriters Really Think: Cash Flow, Risk...

Finance at the Jobsite ·

2025/12/15

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

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00:40:06

From 19-Year-Old Electrician to Nationwide Project...

Finance at the Jobsite ·

2025/12/11

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

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00:26:37

From 19-Year-Old Laborer to Project Manager: Dusty...

Finance at the Jobsite ·

2025/12/09

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

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00:51:47

How Trimble’s Patrick Allen Sees the Future of...

Finance at the Jobsite ·

2025/12/08

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

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00:37:39

Surety Secrets Every Contractor Should Know — Margie...

Finance at the Jobsite ·

2025/12/04

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,

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45 results

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