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.