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Helen Shan

Helen Shan

EVP and Chief Financial Officer at FactSet

EPAM Systems•Newtown, PA

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Experience37+ Years
LevelLeadership

Executive Overview

Specialties: Financial Services, Consulting and Business Services

Career Timeline

Professional employment history
  • EPAM SystemsCurrent
    Sep 2018–Present· 8 yrs
    • Member, Board of DirectorsCurrent
      Sep 2018–Present
  • FactSetCurrent
    Sep 2018–Present· 8 yrs
    • Executive Vice President, Chief Financial OfficerCurrent
      Jul 2024–Present
    • EVP and Chief Revenue Officer (CRO)
      May 2021–Sep 2024
    • Executive Vice President, Chief Financial Officer
      Sep 2018–Oct 2021
  • Mercer
    2014–2018· 4 yrs
    • Group Chief Financial Officer
      2014–2018
  • Marsh McLennan
    2013–2014· 1 yr
    • Vice President, Treasurer
      2013–2014
  • Pitney Bowes
    2005–2013· 8 yrs
    • VP Finance, Treasurer and Corporate Development
      2005–2013
  • JPMorganChase
    1993–2004· 11 yrs
    • Managing Director
      1993–2004
  • Salomon Brothers
    1989–1991· 2 yrs
    • Analyst
      1989–1991

Education

Master of Business Administration

Finance, General

Cornell Johnson Graduate School of Management

Bachelor of Applied Science & Bachelor of Science

Systems Engineering/Finance

University of Pennsylvania

Executive Relationship Map

Reports To
Helen Shan
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

10 of 10 skills
Change ManagementOrganizational LeadershipCorporate TreasuryFinancial AnalysisStrategy DevelopmentIndustrialsFinancial ModelingCapital MarketsCorporate DevelopmentMergers