Teams at Finance of America Companies

Prepare and close FHA reverse mortgage loans ensuring compliance with policies and RESPA/TILA, verify ReverseVision data and closing packages, obtain trailing documents, meet productivity targets (120 closings/month), and deliver high customer service while participating in team meetings.

Lead FP&A for Portfolio Management: build and maintain financial models forecasting portfolio performance, servicing profitability, and cash flows; analyze metrics, variances, scenarios, and trends; support budgeting, forecasting, and long-range planning; prepare executive reporting and presentations; collaborate with Portfolio Management, Servicing, and Capital Markets; evaluate financial impact of acquisitions and initiatives; drive reporting and process improvements.

Lead corporate and partnership tax compliance and tax accounting (ASC 740) activities, perform tax research and planning, support audits and TRA/Up-C basis tracking, prepare estimated tax calculations, and coordinate with internal and external stakeholders on complex tax issues.