Professional Overview

Helen Shan is a seasoned financial executive currently serving as EVP and Chief Financial Officer at FactSet, headquartered in New York, New York, United States. Her expertise spans financial management, revenue growth, and strategic development, with a strong focus on the financial services and technology industries.

Experience Summary

Current Role

Helen Shan is the EVP and Chief Financial Officer at FactSet, a position she has held since July 1, 2024. In this role, she oversees all financial aspects of the company, including financial planning, accounting, and investor relations. Prior to her current position, she served as the EVP and Chief Revenue Officer (CRO) at FactSet from May 1, 2021, to September 1, 2024, where she was responsible for driving revenue growth and expanding the company's customer base.

Career Progression

Helen Shan's career progression is marked by notable roles in finance and leadership. Before joining FactSet, she held positions such as Chief Financial Officer at Mercer from 2014 to 2018, Vice President & Treasurer at Marsh & McLennan Companies, Inc. from 2013 to 2014, and VP Finance, Treasurer, and Corporate Development at Pitney Bowes from 2005 to 2013. Earlier in her career, she worked as a Managing Director at JPMorgan from 1993 to 2004 and as an Analyst at Salomon Brothers from 1989 to 1991.

Academic Background

The information regarding Helen Shan's academic background is not provided.

Areas of Expertise

Helen Shan's areas of expertise include financial management, strategic planning, revenue growth, and leadership. She possesses strong technical competencies in financial analysis, accounting, and investor relations. Her leadership and management capabilities are demonstrated through her experience in overseeing cross-functional teams and driving business growth.

Professional Impact

As a seasoned financial executive, Helen Shan has made significant contributions to the companies she has worked for. Her experience in driving revenue growth, expanding customer bases, and overseeing financial operations has had a notable impact on the financial services and technology industries.

Conclusion

Helen Shan's professional trajectory is marked by a steady progression of leadership roles in finance and a strong focus on driving business growth. Currently, as the EVP and Chief Financial Officer at FactSet, she continues to leverage her expertise in financial management and strategic development to contribute to the company's success. Her value proposition lies in her ability to drive revenue growth, lead cross-functional teams, and provide strategic financial guidance to organizations in the financial services and technology industries.