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    Helen L. Shan

    Chief Financial Officer at Factset Research Systems Inc
    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 Inc

    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