Director of Finance

Description

Leadership Opportunity: Director of Finance - TRIO Heating & Air

Architecting Financial Excellence in a Premier HVAC Operation

Apply Now: TRIO Careers
Contact us: (408) 290-9549

About TRIO Heating & Air:

Embark on an unparalleled career journey as TRIO Heating & Air 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 industry, and we're ready for a financial leader who will redefine excellence.

TRIO Heating & Air was recognized as the Company of the Year at both Service Titan and Bryant events in 2023. We proudly secured four out of five yearly awards, including the prestigious Horizon Award nationwide and Growth Award. These accolades not only reflect our dedication but also position us as industry leaders, surpassing achievements of the entire HVAC industry in the nation.

Key Leadership Responsibilities:

As the Director of Finance, you will orchestrate the financial symphony of TRIO Heating & Air, setting the stage for strategic brilliance and financial ascendancy.

Your pivotal responsibilities encompass:

• Strategic Financial Stewardship: Propel the organization forward through visionary financial planning, strategic foresight, and unparalleled fiscal stewardship.
• Executive Decision Mastery: Collaborate intimately with the CEO and executive team, providing astute financial counsel to inform and shape executive decisions.
• Risk Mastery: Navigate the intricate landscape of financial risks with finesse, fortifying the financial foundation and ensuring resilience.
• Capital Maestro: Conduct a virtuoso performance in capital optimization, deftly managing investments, and maximizing resource efficiency.
• Exemplary Financial Governance: Uphold an unassailable standard of financial governance, compliance, and ethical brilliance.
• Stakeholder Alchemy: Transcend mere communication, translating financial insights into strategic gold for the board, investors, and internal stakeholders.
• M&A Virtuosity: Lead the financial overture for potential mergers and acquisitions, weaving financial brilliance into the fabric of strategic business evolution.
• Team Leadership Opus: Conduct a symphony of leadership, mentoring and leading a virtuoso finance team towards excellence and continuous improvement.

Roles & Responsibilities:

• Investment Due Diligence Leader: Act as the trusted advisor and thought partner to the VP of Sales, providing invaluable financial insights for strategic decision-making.
• Operational & Legal Due Diligence: Coordinate the entire investment process, including operational and legal due diligence, ensuring seamless execution of investment recommendations.
• Thematic Impact Investing: Develop and support new investment recommendations, inclusive of thematic impact investing strategies.
• Relationship Building: Build and maintain strong relationships with 3rd party asset managers and industry contacts, contributing to the expansion of Wetherby’s and LNWM’s network.
• Continuous Research: Maintain a continuous understanding of relevant asset class dynamics, contributing to firm-wide asset allocation, portfolio construction, and risk management processes.
• Innovative Contributions: Generate new ideas to improve the investment process, creating greater context for portfolio construction and manager selection.
• Client-Focused Collaboration: Participate in client meetings, creating internal investment communication, and contributing to client-friendly investment-related publications.

Qualifications:

• Experience & Network: Minimum of 10 years of relevant experience in manager research/capital allocation, with a relevant industry network.
• Analytical Excellence: Excellent organizational, analytical, critical thinking, communication, and social skills.
• Technology Proficiency: Proficient in Microsoft Office suite (with an emphasis on Excel), experience with relevant financial tools and databases.
• Programming Skills: Experience with programming languages, databases, and tools; knowledge of Python is a plus.
• Educational Enha