Director of Finance

TRIO Heating, Air & Plumbing • San Jose, CA

6d • $150,000 - $200,000

About The Position

TRIO Heating, Air & Plumbing is seeking a financial leader to join its executive team as Director of Finance in San Jose, California. The role leads the company’s financial planning, accounting operations, reporting, compliance, collections, vendor oversight, and finance-team development. The Director advises the CEO and executive team on financial direction and supports the company’s rapid growth through financial controls, cost management, and process improvements.

Requirements

• 10 or more 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.

Nice To Haves

• CPA, MBA, or CFA.

Responsibilities

• 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.
• Oversee accounting operations, including accounts payable, accounts receivable, payroll, general ledger, and reconciliations.
• Ensure timely, accurate, GAAP-compliant monthly close and financial statements.
• Prepare and maintain cash flow forecasts and inter-company transactions.
• Maintain internal controls and ensure tax and regulatory compliance.
• Manage audits, financial reporting, and company insurance policies.
• Oversee subcontractor documentation, certificates of insurance, and vendor agreements.
• Improve collections processes and professionally manage customer disputes.
• Negotiate vendor terms, implement cost-control measures, and monitor contract performance.
• Manage the company asset portfolio and support financial stability.
• Hire, lead, and mentor the finance and accounting team.
• Provide 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.

Benefits

• 401(k) with 30% company matching.
• Medical, dental, vision, and life insurance.
• Paid vacation and holidays.
• Parental leave.
• Flexible scheduling.
• Career development support and executive growth track.
• Performance-based bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed