From Spreadsheets to Strategy: Power BI For Construction Finance

From Spreadsheets to Strategy: Power BI For Construction Finance

From Spreadsheets to Strategy: Power BI For Construction Finance

About

Talk Description Most construction firms track financials in spreadsheets or basic accounting software. The data is there. The visibility is not. This talk shows how Power BI turns raw financial data into dashboards your team uses daily. No coding required. No IT department is needed. Attendees will see how construction firms can use Power BI to track job costs, monitor cash flow, and spot margin problems before they become surprises. Why This Matters to CFMA Members • Controllers and CFOs spend hours building reports that go stale the moment they print them. • Job cost data lives in one system. Payroll in another. AR/AP in a third. Power BI connects them. • GCs and subs make better decisions when they see financial trends, not rows of numbers. • The construction industry is behind other sectors in adopting BI tools. That gap is a risk and an opportunity.

Speakers

Zack Reeser
Zack Reeser
Founder
Spry Data Partners
Zack Reeser has 20+ years in data analytics, business intelligence, and data strategy. He built and led a six-person data team at Delta Dental of Colorado, delivering $5M+ in documented savings through internal BI capabilities. He founded Spry Data Partners in 2025 to help small and mid-sized businesses get more from their data. His focus areas include Power BI, data architecture, and helping teams move from spreadsheets to scalable reporting. He lives in Colorado Springs and works with local businesses and nonprofits on practical data solutions.
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