Director of Finance

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 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: (408) 290-9549
TRIO Heating, Air & Plumbing — Where Leadership Meets Impact.

Requirements