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Director of Finance
Director of FinanceGDM Group • San Jose, CA, US
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Director of Finance

Director of Finance

GDM Group • San Jose, CA, US
23 days ago
Job type
  • Full-time
Job description

Job Description

Job Description
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.

Requirements:


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Director of Finance • San Jose, CA, US

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