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Candis Oh
Head of Fund Administration at Carta
Professional Background
Candis Oh is a seasoned finance professional with a deep-seated expertise in fund accounting and fund administration. As the current Head of Fund Administration at Carta, she plays a pivotal role in overseeing the management and administration of various funds. Her significant experience in this capacity equips her with a robust understanding of technical and strategic aspects of finance.
With a remarkable tenure at BlackRock, one of the world’s leading asset management firms, Candis has held several influential positions, including Director of Fund Administration, Vice President of Fund Accounting, and Associate in Fund Accounting. In these roles, she showcased her proficiency in managing complex financial portfolios and leading teams towards achieving operational excellence and compliance with regulatory standards.
Candis' career also includes her tenure as a Senior Financial Reporting Associate at Pioneer Square Advisors and a Financial Reporting Associate at Quellos Group, LLC, where she developed strong analytical skills and a comprehensive understanding of financial reporting processes.
Education and Achievements
Candis Oh holds a Bachelor of Business Administration in Accounting from the University of Portland. Her educational foundation has been instrumental in her ascent through the finance ranks. It has equipped her with the necessary skills and knowledge to navigate the complexities of fund accounting and administration successfully.
Throughout her career, Candis has been recognized for her commitment to excellence in fund administration and her ability to lead teams effectively. Her leadership at Carta and previous roles at BlackRock exemplify her dedication to fostering an environment of continuous improvement and innovation in financial practices.
Achievements
Candis’ career is marked by several noteworthy achievements that stand as a testament to her expertise in finance. At Carta, she has steered the fund administration team towards new heights, enhancing overall operational efficiency and ensuring meticulous compliance with financial regulations. Her strategic initiatives have not only improved the workflows but also positively impacted clients and investors alike.
While at BlackRock, she contributed to the company's reputation as a leader in asset management by implementing best practices in fund accounting. Candis was recognized for her ability to deliver timely and accurate financial reports, ensuring that stakeholders had access to critical information for decision-making.
With a foundation that combines her strong educational background and extensive practical experience, Candis Oh continues to make a significant impact in the world of finance, fostering innovation and excellence in fund administration and accounting.
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