Finance at the Jobsite
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.
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Down to One Vendor: How AP Automation Turned 10 Hours of Data Entry Into 30 Minutes — Taylor Johnson
<p>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.<br />Taylor explains how a field team used to paper got on board (“gi...
How Swain Electric’s CFO Uses Claude with Foundation | Matt Robinson
<p>What happens when a construction CFO connects Claude to his ERP?</p><p>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.</p><p>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.</p><p>In this e...
Stop Being the Bank for Everybody: A Heavy Civil CFO's Cash Playbook with Joseph Patti of Restani Construction
<p>"Why are we the bank for everybody?" That question sits behind every turnaround Joseph Patti has led.</p><p><br></p><p>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...
The Printer in the CFO's Living Room: How Construction Really Buys AP Tech — Eric Pratt
<p>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."<br>On this episode of Finance at the Jobsite, Eric sits down with Rishi Srivastava to unpack how...
The $80,000 Engine: What Equipment Dealers Know About Contractor Operations — Brandon Kyse
<p>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.</p><p>Brandon walks through the P&L of a $400 million dealership and explains why the biggest revenue line carries the thinnest margin, why serv...
From 15 Attendees to 300: How Caryl Coronis Rebuilt the CFMA Lone Star Conference
<p>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.</p><p>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 al...
Cut Revenue in Half, Double Your Profit — with Luke Boyenger
<p>Most contractors will tell you they run at 25%, 30%, even 40% gross margin. Almost none of them are right.</p><p>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.</p>...
Beyond the P&L: What Construction CFOs Really Need to Watch | Josh Bohlke
<p>What actually tells you whether a construction company is healthy?</p><p>For Josh Bohlke, CFO of Columbia River Electric Maintenance, the answer goes far beyond the P&L.</p><p>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.</p><p>Josh explains why WIP is more art than science, wh...
From the Foxhole to the Ledger: Fixing Broken Books and Surviving Family Business Politics | Matt Hunter, CPA
<p>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.</p><p>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.</p><p>What we cover:</p>Digging out of ~$1.2M in unpaid payroll ta...
Agents as Labor, Not Software: Kris Lengieza on Construction's Next Budget Fight
<p>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.</p><p>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?"</p><p>In this episode:</p>Why the construction CFO role is sh...
