Director of Finance
$150k - $200kTRIO Heating, Air & Plumbing
Job Description
Job Description
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 ServiceTitan 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 ResponsibilitiesStrategic 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
- 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
Apply Now to Lead TRIO’s Financial Future
Website:
Phone: View phone number on us.fitly.work
TRIO Heating, Air & Plumbing — Where Leadership Meets Impact.
Requirements:Vacancy posted 28 days ago
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