Director of Finance at Trio Heating, Air & Plumbing in San Jose, CA

Apply Job Type 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 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.