Director of Finance

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