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Director of Finance
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GDM GROUP Get AI-powered advice on this job and more exclusive features. Full-time Description
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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.Seniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesAdvertising Services Referrals increase your chances of interviewing at GDM GROUP by 2x Sign in to set job alerts for “Financial Director” roles. San Jose, CA $250,000.00-$300,000.00 1 week ago San Jose, CA $261,800.00-$315,000.00 1 week ago Head of Finance (Full-time or Fractional) San Jose, CA $152,500.00-$262,350.00 2 months ago Director of Financial Planning and Analysis Menlo Park, CA $212,000.00-$285,000.00 2 weeks ago Mountain View, CA $250,000.00-$340,000.00 1 month ago Finance Director, Infrastructure Modeling and Allocations San Jose, CA $155,500.00-$376,000.00 2 weeks ago Head of Finance - Rapid Growth AI Start-Up (Post $500m+ Series A) | Bay Area San Francisco Bay Area $300,000.00-$375,000.00 23 hours ago San Jose, CA $240,000.00-$270,000.00 4 weeks ago San Jose, CA $264,600.00-$275,000.00 4 days ago Sunnyvale, CA $90,000.00-$120,000.00 2 weeks ago Palo Alto, CA $170,000.00-$260,000.00 2 weeks ago Director of Finance | Full-Time | Santa Clara Convention CenterDirector, FP&A - Creative Cloud for Business San Jose, CA $148,500.00-$295,900.00 1 week ago Santa Clara, CA $186,000.00-$244,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Director of Finance
role at
GDM GROUP 2 days ago Be among the first 25 applicants Join to apply for the
Director of Finance
role at
GDM GROUP Get AI-powered advice on this job and more exclusive features. Full-time Description
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.
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.Seniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesAdvertising Services Referrals increase your chances of interviewing at GDM GROUP by 2x Sign in to set job alerts for “Financial Director” roles. San Jose, CA $250,000.00-$300,000.00 1 week ago San Jose, CA $261,800.00-$315,000.00 1 week ago Head of Finance (Full-time or Fractional) San Jose, CA $152,500.00-$262,350.00 2 months ago Director of Financial Planning and Analysis Menlo Park, CA $212,000.00-$285,000.00 2 weeks ago Mountain View, CA $250,000.00-$340,000.00 1 month ago Finance Director, Infrastructure Modeling and Allocations San Jose, CA $155,500.00-$376,000.00 2 weeks ago Head of Finance - Rapid Growth AI Start-Up (Post $500m+ Series A) | Bay Area San Francisco Bay Area $300,000.00-$375,000.00 23 hours ago San Jose, CA $240,000.00-$270,000.00 4 weeks ago San Jose, CA $264,600.00-$275,000.00 4 days ago Sunnyvale, CA $90,000.00-$120,000.00 2 weeks ago Palo Alto, CA $170,000.00-$260,000.00 2 weeks ago Director of Finance | Full-Time | Santa Clara Convention CenterDirector, FP&A - Creative Cloud for Business San Jose, CA $148,500.00-$295,900.00 1 week ago Santa Clara, CA $186,000.00-$244,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr