Sign in

Helen L. Shan

Chief Financial Officer at FACTSET RESEARCH SYSTEMS
Since July 23, 2024
Age
57 years
Education
Holds dual bachelor's degrees from the University of Pennsylvania's Wharton School of Business and School of Applied Science and Engineering, and an MBA from Cornell University’s SC Johnson College of Business.
Tenure
Joined FactSet in September 2018 as Chief Financial Officer, served until October 2021, held the role of Executive Vice President and Chief Revenue Officer from May 2021 to August 2024, and returned as CFO on July 23, 2024.

Also at FACTSET RESEARCH SYSTEMS

About

Helen L. Shan is an accomplished financial executive known for her strong leadership and comprehensive expertise in corporate finance and strategic operations.

Beginning her influential career at FactSet in September 2018, she initially led as the Chief Financial Officer before transitioning into a broader role as the Executive Vice President and Chief Revenue Officer, where she drove global revenue growth and operational excellence.

Her extensive professional background includes executive roles at renowned firms such as Marsh McLennan Companies, Pitney Bowes Inc., and J.P. Morgan, providing her with deep insights into financial management and corporate strategy.

Beyond her primary role at FactSet, she contributes to the governance of EPAM Systems, Inc. as a Board Member and Chairperson of the Audit Committee, reflecting her commitment to excellence in both business operations and strategic oversight.

Past Roles

OrganizationRoleDate RangeDetails
FactSet Research Systems Inc. (FDS) Chief Revenue Officer May 2021 - August 2024 Responsible for driving revenue growth by managing global sales, client solutions, marketing, and media relations
FactSet Research Systems Inc. (FDS) Chief Financial Officer September 2018 - October 2021 Oversaw the global finance organization including accounting, corporate development, financial planning and analysis, investor relations, real estate, tax, and treasury
Marsh McLennan Companies Corporate Treasurer N/AHeld various financial responsibilities
Marsh McLennan Companies Chief Financial Officer for Mercer N/AExecutive role with responsibility for Mercer’s financial operations
Pitney Bowes Inc. Executive Positions N/AHeld executive positions with unspecified details
J.P. Morgan Executive Positions N/AHeld executive positions with unspecified details

External Roles

OrganizationRoleDate RangeDetails
EPAM Systems, Inc. Board of Directors N/AChairperson of the Audit Committee and serves on the Compensation Committee

Fixed Compensation

Data from  FY 2024
Component NameAmountPayment ScheduleAdditional Details
Salary $523,077 AnnualBase salary for fiscal 2024
Bonus $0 AnnualNo bonus was awarded
Change in Pension Value and Nonqualified Deferred Compensation Earnings $0 AnnualNo participation in defined benefit or actuarial pension plans
All Other Compensation $13,800 AnnualIncludes Company Contributions to Defined Contribution Plans
Option Awards Grant Date Fair Value: $875,027 , Exercise Price: $436.57 Vest 20% annually over 5 years starting November 1, 2023Expires 10 years from grant date; service-based awards with lattice-binomial valuation assumptions (Risk-free rate: 4.78%-5.53%, Expected life: 6.62 years, Volatility: 23.5%, Dividend yield: 0.90%)

Performance Compensation

Data from  FY 2024

Stock Awards

Performance Metric/Detail [Unit]**ValueDetails & Conditions
Performance Metrics WeightsOperating Earnings: 50% , Revenues: 50% Based on Adjusted Cumulative Operating Earnings and Adjusted Cumulative Revenues
Vesting LevelsThreshold: 50% , Target: 100% , Goal: 150% , Maximum: 200% Maximum level contingent on revenues > 104% of target and operating earnings meeting goal
Vesting ScheduleCliff vest on November 1, 2026 Vesting occurs only upon achievement of performance criteria during the evaluation period
Evaluation PeriodSeptember 1, 2023 – August 31, 2026 Performance measurement period
Grant DateNovember 1, 2023 Date when performance awards were granted
Grant Date Fair Value [$/PSU]**$424.63 Calculated using a binomial model
Grant Date Stock Price [$/share]**$436.57 Closing price on grant date

Non-equity Incentive Plan Compensation

Metric [Unit]**ValueDetails
Annual Incentive Opportunity$630,000 Total available incentive compensation
Awarded Amount$419,943 Represents 66.7% achievement of the opportunity
Performance MetricsASV + Professional Services Growth: 66.7% weight, Adjusted Operating Margin: 33.3% weight Company-wide metrics with a focus on growth and efficiency; detailed thresholds not provided
Individual Evaluation Component20% of award Based on Compensation and Talent Committee’s evaluation of individual goals and accomplishments