Accountant (2026) - Accounting Team

Job Title: Accountant
Location: Dallas, TX (4 days in office; WFH Fridays)
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.