Director of Finance

Join to apply for the Director of Finance role at GDM GROUP

2 days ago Be among the first 25 applicants

Join to apply for the Director of Finance role at GDM GROUP

Get AI-powered advice on this job and more exclusive features.

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
Financial Operations & Reporting

• 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
Risk Management & Compliance

• 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
Collections & Vendor Oversight

• 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
Leadership & Team Development

• 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

Specific Duties

• 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
Qualifications

• 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
Compensation & Benefits

• 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
Why Join TRIO?

• 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
Apply Now to Lead TRIO’s Financial Future

Website:

Phone:

TRIO Heating, Air & Plumbing — Where Leadership Meets Impact.

Seniority level

• Seniority level Director

Employment type

•

Employment type

Full-time

Job function

• Job function

Finance and Sales

• Industries Advertising Services

Referrals increase your chances of interviewing at GDM GROUP by 2x

Sign in to set job alerts for “Financial Director” roles.

San Jose, CA $-$ 1 week…