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—built on WIP discipline, Power BI dashboards, KPI triggers, and PM financial training.

We cover:

• How Kim transitioned from “controller + everything else” to a true CFO mindset (and what she had to let go of)

• The real cause of “ping-pong” between accounting and PMs—and how to fix it with clearer ownership and better systems

• Why Beeler is layering Autodesk Construction Cloud (ACC) on top of Sage 100 Contractor to give PMs one dashboard instead of five ERP screens

• The most common PM financial mistakes: budgets missing, change orders lagging, and committed costs that don’t math

• Building a “PM finance boot camp” using Trainual + tests

• Running high-volume, small-dollar work and still forecasting cleanly using Power BI + mid-month PM reports

• Occupied healthcare + emergency work: what “good financial leadership” looks like during a crisis (including insurance-tracked costs and split scopes)

• Practical AI use cases in construction finance: contract comparisons, sales/use tax questions, state licensing research, Copilot searching your inbox, and even shareholder agreement summaries

If you’re a construction CFO/controller trying to modernize without breaking the business—this one is packed with specific systems, habits, and lessons learned.

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#FinanceAtTheJobsite #ConstructionFinance #ConstructionAccounting #CFMA #CFO #Controller #JobCosting #WIP #ProjectControls #Sage100Contractor #AutodeskConstructionCloud #PowerBI #ConstructionTechnology #ProjectManagement #AIinConstruction