Demo

Financial Director

TRIO Heating & Air
San Jose, CA Full Time
POSTED ON 11/30/2025
AVAILABLE BEFORE 1/27/2026

Leadership Opportunity: Director of Finance - TRIO Heating, Air & Plumbing


Architecting Financial Excellence in a Premier HVAC/Plumbing Operation

Compensation: Competitive annual salary ranging from $135,000 to $180,000 / Performance Pay/Bonuses


Apply Now: TRIO Careers

Contact us: (408) 290-9549


About TRIO Heating, Air & Plumbing: An Inc 5,000 company.

Embark on an unparalleled career journey as TRIO Heating, Air & Plumbing seeks a seasoned financial visionary to join our executive echelon as the Director of Finance. Headquartered in San Jose, CA, we stand at the forefront of innovation in the HVAC/Plumbing industry. Recognized as the Company of the Year at both Service Titan and Carrier/Bryant events in 2023, we proudly secured four out of five yearly awards, positioning us as industry leaders.


Key Responsibilities:

  • Strategic Financial Stewardship: Propel the organization forward through visionary financial planning and fiscal stewardship.
  • Executive Decision Mastery: Collaborate with the CEO and executive team, providing financial counsel to inform decisions.
  • Risk Management: Navigate financial risks, ensuring resilience and fortifying the financial foundation.
  • Capital Optimization: Manage investments and maximize resource efficiency.
  • Financial Governance: Uphold high standards of financial governance and compliance.
  • Stakeholder Communication: Translate financial insights for the board, investors, and internal stakeholders.
  • M&A Leadership: Lead financial activities for potential mergers and acquisitions.
  • Team Leadership: Mentor and lead a finance team towards continuous improvement.


Specific Duties:

  • Oversee all aspects of accounting operations, including cash management, accounts receivable, invoicing, accounts payable, general ledger maintenance, fixed asset subledgers, and account reconciliations.
  • Perform weekly cash flow forecasts and intercompany cash activities.
  • Prepare financial statements and supporting schedules according to the monthly close schedule in accordance with GAAP.
  • Manage the intercompany reconciliation process and regulatory reporting.
  • Support the annual financial audit.
  • Safeguard company assets through effective internal controls.
  • Lead annual strategy, budget, and forecasting processes.
  • Drive automation, efficiency, and scalability initiatives.


Qualifications:

  • Minimum of 10 years of relevant financial and managerial experience.
  • Excellent organizational, analytical, critical thinking, and communication skills.
  • Proficiency in Microsoft Office suite, especially Excel, and relevant financial tools and databases.
  • A higher degree (MBA or similar) or participation in the CFA program is a plus.


Compensation: Competitive annual salary ranging from $135,000 to $180,000, commensurate with your experience.


Benefits Package:

  • Health, vision, dental, and life insurance coverage.
  • Paid holiday and vacation time off.
  • Professional development assistance.
  • Flexible scheduling and parental leave.
  • Retirement plan.


Why Ascend with Us:

  • Lead the financial operations of a premier HVAC company, driving strategic and financial success.
  • Influence executive decision-making and organizational growth.
  • Enjoy a comprehensive benefits package and a flexible work environment.


How to Apply: Visit www.TrioHeatingandAir.com

Or Call Us at: (408) 290-9549


Join TRIO Heating, Air & Plumbing – Where Your Career Takes Flight!

Salary : $135,000 - $180,000

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