Referso Jobs

Lead Client Servicing Associate

Clearwater Analytics · Posted Nov 9, 2026

Open

Boise, Idaho, United States
2+ years

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Lead Client Servicing Associate

Clearwater Analytics · Posted Nov 9, 2026

Open

Boise, Idaho, United States
2+ years

Apply with RefersoAI Apply on careers page

Lead Client Servicing Associate

Clearwater Analytics · Posted Nov 9, 2026

Open

Boise, Idaho, United States
On-site
Full-time · Lead
2+ years

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Client Servicing Analysts provide operational support and foster strong relationships with global clients, addressing inquiries related to investment and accounting matters.

Responsibilities

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.

Requirements

Bachelor’s degree or higher in Accounting or Financial/Business-related field
Nice to have: fixed income
Nice to have: equity investments
Nice to have: alternative security types

Skills

investment accounting financial statements amortization interest income

SrPC

Mindlance · Posted Nov 6, 2026

Open

Lake Mary, Florida, United States
Senior

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Senior Project Controls Analyst

Responsibilities

Develop analytical systems for routine project controls assignments
Perform cost analysis, forecasting, change control, and reporting for a portfolio of projects
Compare monthly actuals to project baseline and identify variances
Monitor projects’ baseline plans and fiscal budget
Generate Periodic Project Controls Analytics

Skills

budgeting direct labor charges indirect labor charges accruals overheads amortization allocations problem solving technical skills data integration from multiple databases or systems

Financial Modelling Analyst – Private Equity & Credit (Remote)

Bullpen Talent · Posted Nov 6, 2026

Open

Remote, India
Remote
Contract
2–10 years

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Build and review private equity, credit, and debt financial models in Excel, structuring transactions, assumptions, and key drivers, and explaining model logic and outcomes.

Compensation

Competitive USD pay, based on experience

Responsibilities

Build PE, credit, and debt models from scratch in Excel
Structure transactions, assumptions, and key drivers
Link the full model flow: operations → cash flow → debt → returns
Review and debug models built by others, spotting flawed assumptions, broken logic, and hidden risks
Explain why a model works, not just what it outputs

Requirements

CFA
CA
MBA Finance
equivalent backgrounds

Skills

Excel financial modeling private equity LBO debt modeling credit modeling covenant modeling

General Ledger Accountant II

Associa · Posted Nov 4, 2026

Open

Richardson, Texas, United States
On-site
Full-time · Mid

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General Ledger Accountant II is a mid-level accounting position responsible for month-end closing and financial statement preparation for multiple entities (Non-Profit Corporations) with a moderate level of complexity.

Responsibilities

Month-end closing and financial statement preparation for multiple entities (Non-Profit Corporations) with varying attributes.
Process and review monthly bank and balance sheet reconciliations.
Develop and enter accruals, amortization, adjustments, and reclassifications.
Budget development assistance and administration.
Perform Year-End close.

Skills

Month-end closing Financial statement preparation Bank reconciliation Balance sheet reconciliation Accruals Amortization Adjustments Reclassifications Budget development

General Ledger Accountant II

Associa · Posted Nov 4, 2026

Open

Richardson, Texas, United States
On-site
Full-time · Mid

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Mid-level accounting position responsible for month-end closing and financial statement preparation for multiple non-profit entities within a centralized services environment.

Responsibilities

Month-end closing and financial statement preparation for multiple entities
Process and review monthly bank and balance sheet reconciliations
Develop and enter accruals, amortization, adjustments, and reclassifications
Budget development assistance and administration
Perform Year-End close

Skills

month-end closing financial statement preparation bank reconciliation balance sheet reconciliation accruals amortization adjustments reclassifications budget development year-end close

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