Director of Finance

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Full-time Description

Leadership Opportunity:
Director of Finance – TRIO Heating, Air & Plumbing

Location:
San Jose, CA

Salary: $150,000 – $200,000 + Performance Pay & Bonuses

Type:
Full-Time | Executive Leadership Role

Architect Financial Excellence at One of the Fastest-Growing HVAC & Plumbing Companies in the Nation

TRIO Heating, Air & Plumbing is seeking a seasoned and visionary financial leader to join our executive team as Director of Finance. Based in San Jose, CA, TRIO is a nationally recognized, award-winning company—named Company of the Year by both Service Titan and Carrier/Bryant in 2023. We’re an Inc. 5000 company that earned 4 out of 5 national HVAC awards last year and continue to grow at 40% year-over-year.

What truly sets us apart is our mission-driven approach. Through our signature “Plant 1 Tree Per Job” program, we’ve planted over 10,000 trees and made environmental responsibility part of our company’s identity. Every job we complete contributes to reforestation and a cleaner future.

Key Responsibilities

Strategic Financial Stewardship

• Lead budgeting, forecasting, financial modeling, and long-term planning
• Advise the CEO and executive team on KPIs, investment strategies, and financial direction
• Analyze and optimize profit margins, cost structures, and cash flow

• Oversee all accounting operations including A/P, A/R, payroll, general ledger, and reconciliations
• Ensure timely and accurate GAAP-compliant monthly close and financial statements
• Prepare and maintain cash flow forecasts and inter-company transactions

• Maintain internal controls and ensure full tax and regulatory compliance
• Manage audits, financial reporting, and company insurance policies
• Oversee subcontractor documentation, COIs, and vendor agreements

• Improve collections processes and manage customer disputes with professionalism
• Negotiate vendor terms, implement cost control measures, and monitor contract performance
• Manage company asset portfolio and ensure financial stability

• Hire, lead, and mentor the finance and accounting team
• Deliver budget and financial reporting training to department heads
• Identify and implement software and automation improvements to scale operations

• Produce monthly financial statements and reporting packages
• Manage weekly cash projections and inter-company transfers
• Oversee general ledger maintenance, account reconciliations, and fixed asset tracking
• Prepare for and lead the annual audit process
• Lead the annual budget and long-term strategic planning process

• 10+ years of experience in financial leadership roles
• Strong understanding of GAAP, budgeting, forecasting, and internal controls
• Advanced Excel and financial modeling skills
• Experience with vendor contract management, cost control, and insurance oversight
• CPA, MBA, or CFA is preferred

• Base Salary: $150,000 – $200,000 + performance-based bonuses
• 401(k) with 30% company matching
• Full medical, dental, vision, and life insurance
• Paid vacation and holidays
• Parental leave and flexible scheduling
• Career development support and executive growth track

• Nationally awarded and recognized for excellence and innovation
• Rapid growth with major expansion plans underway
• Purpose-driven culture with environmental impact through every job
• Opportunity to lead at the highest level of a thriving, respected company

• Seniority level Director

• Employment type
  
  Full-time

• Job function
  
  Finance and Sales
• Industries Advertising Services

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