FactSet Appoints Former Envestnet CFO Joshua Warren; Helen Shan Departs

summarizeSummary

FactSet Research Systems Inc. announced the departure of CFO Helen Shan and the appointment of Joshua Warren, former CFO of Envestnet, effective April 13, 2026, signaling a key leadership transition.

check_boxKey Events

• CFO Transition Announced

  Helen Shan will transition out of her role as Chief Financial Officer, effective April 13, 2026. Her departure is not due to any disagreements with the company's financial practices.

• New CFO Appointed

  Joshua Warren has been appointed as the new Chief Financial Officer, commencing employment on April 13, 2026.

• Experienced Financial Leader

  Mr. Warren previously served as CFO of Envestnet, Inc. and held significant leadership roles at BlackRock, Inc., bringing extensive experience in asset management and financial technology.

• Compensation Package Detailed

  Mr. Warren's compensation includes an annual base salary of $500,000, a target cash bonus of 110% of base, an annual equity award target of $2,250,000, and a one-time new-hire equity grant of $1,500,000.

auto_awesomeAnalysis

FactSet announced a significant leadership transition with the departure of CFO Helen Shan and the immediate appointment of Joshua Warren, a seasoned financial and strategic leader. Ms. Shan's departure is explicitly stated not to be due to any disagreements regarding accounting practices or financial condition, which mitigates potential negative investor concerns. Mr. Warren's background as CFO of Envestnet and his prior roles at BlackRock in business strategy and corporate development are highly relevant to FactSet's position as a global financial digital platform. This change signals a strategic move to bring in new financial leadership with deep experience in asset management and financial technology, potentially impacting future financial strategy and operational execution.