Finance of America CFO resigns; CEO to serve as interim; Matthew Engel named permanent CFO effective Nov 15, 2023

Finance of America Companies Inc.

Johan Gericke resigns as CFO effective Oct 13, 2023.
CEO Graham Fleming will serve as interim CFO from Oct 13 to Nov 15.
Matthew Engel appointed CFO effective Nov 15; joins as EVP of Finance on Oct 6.
Engel compensation: $450K salary, $325K RSU grant, $525K target bonus (2023 min $262.5K).
Engel previously CFO of Bloom Retirement; Bloom sold assets to Finance of America in Mar 2023.

item 5.02

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change (interim)

Graham A. Fleming

interim Chief Financial Officer

FOA · Finance of America Companies Inc.

Effective: 2023-10-13
Filed: October 2, 2023, 7:59 PM ET

Effective as of October 13, 2023, Mr. Graham A. Fleming, 54, the Company’s current Chief Executive Officer (principal executive officer), will serve as interim Chief Financial Officer

Appointed

Matthew A. Engel

Chief Financial Officer

FOA · Finance of America Companies Inc.

Effective: 2023-11-15
Filed: October 2, 2023, 7:59 PM ET

the effective date of the appointment of Mr. Matthew A. Engel, as Chief Financial Officer and principal financial officer of the Company.

Departed

Johan Gericke

Chief Financial Officer

FOA · Finance of America Companies Inc.

Effective: 2023-10-13
Successor: Matthew A. Engel
Filed: October 2, 2023, 7:59 PM ET

Mr. Johan Gericke, the Chief Financial Officer of Finance of America Companies Inc. (the “Company”), notified the Company of his resignation, effective as of October 13, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Graham A. Fleming changed role as interim Chief Financial Officer at Finance of America Companies Inc..

Action: will serve as interim Chief Financial Officer
Role: interim Chief Financial Officer

Exact text from the filing

Effective as of October 13, 2023, Mr. Graham A. Fleming, 54, the Company’s current Chief Executive Officer (principal executive officer), will serve as interim Chief Financial Officer

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Matthew A. Engel was appointed as Chief Financial Officer at Finance of America Companies Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

the effective date of the appointment of Mr. Matthew A. Engel, as Chief Financial Officer and principal financial officer of the Company.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Johan Gericke resigned as Chief Financial Officer at Finance of America Companies Inc..

Action: resigned
Role: Chief Financial Officer

Exact text from the filing

Mr. Johan Gericke, the Chief Financial Officer of Finance of America Companies Inc. (the “Company”), notified the Company of his resignation, effective as of October 13, 2023.

View on SEC.gov

Finance of America Companies Inc. filing history →

Source: SEC EDGAR

accession 0001193125-23-249140

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