Controller

Position: Controller

Reports To: Chief Executive Officer

Job Category: Finance & Operations

Location: Napa, CA and/or Bellevue, WA

About Us:

OrderPort, recently acquired by Performant Capital, is a leading provider of integrated software solutions for the wine industry. Our cloud-based platform helps wineries manage point-of-sale (POS), e-commerce, wine club, inventory, and CRM—all from a single, easy-to-use system. With a commitment to improving operational efficiency and customer engagement, OrderPort empowers wineries to grow their businesses both online and in the tasting room.

Position Overview

The Controller at OrderPort will play a central role in driving financial and operational excellence across the business. Reporting directly to the Chief Executive Officer, this person will be a key member of the leadership team and work closely with company executives, ownership, and Board members. The Controller will lead financial reporting, budgeting, and compliance functions, and contribute to broader operational initiatives and strategic decision-making. This role is ideal for someone who thrives in a fast-paced SaaS environment and is eager to be a hands-on leader in a growing, PE-backed organization.

Key Responsibilities

Finance & Accounting

Lead all financial reporting activities, including monthly closes, budget-to-actual analysis, and preparation of financial statements.

Act as the primary liaison with external accounting firms, auditors, and tax advisors.

Maintain and improve financial processes and internal controls across accounting systems (e.g., QuickBooks).

Build annual budgets and forecasts in collaboration with the executive team and private equity owners.

Oversee accounts payable processes with support from other team members.

Analyze cash flow and support treasury functions to ensure liquidity and risk management.

Operations & Administration

Support the CEO on operational initiatives, including insurance policy management, vendor contract oversight (in coordination with legal counsel), and company-wide KPI reporting.

Provide oversight and coordination for select HR functions, such as payroll (e.g., Gusto), benefits administration, and 401(k) contributions.

Administer systems related to commissions, contractor payments, and state payroll compliance.

Collaborate with internal teams to manage and resolve customer payment issues and improve AR processes.

Continuously identify and implement process improvements and software solutions to enhance operational efficiency.

Preferred Qualifications

Based in or willing to relocate to Napa, CA or Bellevue, WA

Bachelor’s degree in accounting; CPA strongly preferred

8+ years of relevant experience in accounting or financial operations

Proven understanding of full-cycle bookkeeping and GAAP

Experience working with IFRS and consolidating international operations.

Strong project management skills and the ability to operate with minimal oversight

Excellent communication, analytical, and interpersonal skills

Comfortable interacting with stakeholders across all levels of the organization, including creation of Board materials and participation in Board Meetings.

Familiarity with small-to-mid-size business operations, SaaS revenue models, and recurring billing

Experience managing contracts and vendor relationships is a plus

Compensation & Benefits

Competitive base salary + performance-based bonus (commensurate with experience)

Health insurance, 401(k) with employer match, and other standard benefits

Paid vacation, holidays

Professional development opportunities

A collaborative and fast-paced environment with significant upward mobility

Why You’ll Love Working at OrderPort

Opportunity to play a pivotal role in a newly acquired, growth-focused company backed by Performant Capital

Work at the intersection of technology and the wine industry—two dynamic and exciting sectors

Join a mission-driven, close-knit team that values innovation, accountability, and customer success

Enjoy a supportive culture, flexible work environment, and direct access to executive leadership