Accountant

Capital Southwest; Dallas (TX); Hybrid; USD 68,000 - 100,000; Full time

Job summary

Capital Southwest seeks an Assistant Controller to join its accounting team in Dallas. The role covers the full investment lifecycle from closing through portfolio monitoring and financial reporting, with four days in office and Fridays work-from-home. You will work alongside investment leadership on complex debt and equity investments.

You will contribute to transaction accounting, process improvements, and ensure accurate reporting in a fast-paced private credit environment.

Qualifications

• 1-3 years of public accounting experience or equivalent in industry.
• Financial services, investment management, private credit, or other transaction-oriented experience preferred.
• Bachelor’s degree in accounting, finance, or related discipline; CPA or active progress toward CPA preferred.
• Strong understanding of U.S. GAAP, reconciliations, journal entries, and financial reporting fundamentals.
• Advanced Excel skills and ability to learn investment accounting, general ledger, reporting technologies quickly.
• Exceptional analytical judgment, curiosity, and attention to detail.
• Clear and polished written and verbal communication skills.
• Proactive ownership mindset with ability to prioritize deadlines in a fast-paced environment.

Responsibilities

• Review investment agreements and maintain investment records in the accounting platform.
• Manage accounting and recording of investment and cash transactions to support reporting.
• Prepare wire support packages and coordinate investment-related cash transactions.
• Perform portfolio administration activities such as invoices and rate reset notices.
• Support external and internal audit processes by coordinating with auditors and providing documentation.
• Participate in cross-functional initiatives to support transaction execution and system enhancements.

Skills

Public accounting

GAAP knowledge

Advanced Excel

Financial reporting

Attention to detail

Education

Bachelor’s degree in accounting, finance, or related field

Job description

Location

Dallas, TX (4 days in office; WFH Fridays). Must be based in the DFW area.

Reports to

Assistant Controller

Firm Overview

Capital Southwest is a private credit investment firm focused on originating and managing senior secured debt investments in lower middle market companies (EBITDA typically between $3 million and $15 million). The firm partners closely with private equity sponsors and founder-owned businesses, providing flexible capital solutions to support acquisitions, growth initiatives, recapitalizations, and refinancings. As of March 31, 2026, CSWC has total balance sheet assets of approximately $2.2 billion and has funded over $4.1 billion in new direct credit investments across over 194 businesses since 2015.

Role Overview

Join a high-performing Accounting team at the center of a growing investment platform. This role offers broad exposure to the full investment lifecycle, from transaction closing and cash execution through portfolio monitoring, financial reporting, and operational support. The position provides the opportunity to work alongside investment and executive leadership, gain exposure to complex debt and equity investments, and contribute to initiatives that directly support the Company's growth and success.

Key Responsibilities

• Review investment agreements, amendments, and other transaction documentation and maintain investment records within the Company's investment accounting platform and internally managed schedules.
• Manage the accounting and recording of investment and cash transactions, including fundings, repayments, interest, fees, and amendments, within the investment accounting platform and general ledger to support accurate financial reporting and portfolio management.
• Prepare wire support packages and facilitate the execution of investment-related cash transactions, including wire setup, documentation review, and coordination through the banking platform and approval process.
• Perform investment portfolio administration activities, including preparing interest invoices, rate reset notices, and other portfolio-related activities.
• Support the external and internal audit processes by coordinating with auditors, preparing supporting documentation, responding to information requests, and assisting with timely resolution of audit inquiries.
• Participate in special projects and cross-functional initiatives, interacting with deal teams, portfolio companies, lenders, legal counsel, and other external stakeholders to support transaction execution, portfolio management, process improvements, and system enhancements as needed.

Qualifications

• 1-3 years of public accounting experience, or a combination of public accounting and relevant industry experience.
• Financial services, investment management, private credit, banking, or other transaction-oriented experience preferred.
• Bachelor’s degree in accounting, finance, or a related discipline; CPA or active progress toward the CPA designation preferred.
• Strong understanding of U.S. GAAP, account reconciliations, journal entries, and financial reporting fundamentals.
• Advanced Excel skills and the ability to learn investment accounting, general ledger, reporting technologies quickly.
• Exceptional analytical judgment, intellectual curiosity, and attention to detail.
• Clear and polished written and verbal communication skills.
• Proactive ownership mindset with the ability to prioritize competing deadlines and deliver accurate work in a fast-paced environment.
• High standards of integrity, discretion, accountability, and continuous improvement.

Compensation

Competitive base salary, performance-based bonus, and long-term incentive participation, commensurate with experience.