Candace Foss
About Candace Foss
Candace Foss is a Senior Financial Analyst at Russell Investments, where she has worked since 2000. She specializes in client reporting, SEC filings, due diligence for fund investments, and tax return preparation.
Work at Russell Investments
Candace Foss has been employed at Russell Investments since 2000, serving as a Senior Financial Analyst for 24 years. In this role, she is responsible for completing various ad-hoc client reporting requests and coordinating SEC filings for multiple fund complexes. Her extensive experience at Russell Investments has equipped her with a deep understanding of financial analysis and reporting within the investment sector.
Financial Analysis and Reporting Expertise
As a Senior Financial Analyst, Candace Foss performs due diligence activities on prospective fund of funds investments, ensuring accurate reporting. She determines valuations and calculates the monthly Net Asset Value (NAV) for Hedge Funds, which is critical for assessing fund performance. Her expertise in financial analysis supports informed decision-making for investment strategies.
Regulatory Compliance and SEC Filings
Candace coordinates and prepares SEC filings for various fund complexes, ensuring compliance with regulatory requirements. This aspect of her work is essential for maintaining transparency and accountability within the investment management industry. Her role in preparing these filings contributes to the overall governance and integrity of the funds.
Tax Preparation and General Ledger Management
In addition to her reporting responsibilities, Candace maintains the general ledger for management companies, investment partnerships, and general partner interests. She also prepares partnership tax returns for foreign dividend income, including forms 1120 RIC, 1042, and 8804. This work is vital for ensuring accurate tax reporting and compliance with tax regulations.