PatientFi · 1 month ago
Vice President, Capital Markets
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expPatientFi is a technology-based point-of-sale financing company that aims to revolutionize patient access to elective healthcare. They are seeking a Vice President of Capital Markets to lead their funding strategy and manage institutional capital relationships, supporting the company's growth in the fintech sector.
FinanceFinancial ServicesFinTechHealth Care
No H1B
Hiring Manager
Annais G.
Responsibilities
Develop and execute PatientFi’s capital markets roadmap to support loan origination growth, enhance liquidity, and optimize cost of funds
Lead end-to-end structuring, negotiation, and execution of new forward flow agreements, warehouse facilities, and ABS securitizations
Evaluate and implement innovative funding structures, SPVs, and credit enhancements to diversify PatientFi’s capital base
Collaborate with internal stakeholders to forecast capital needs and align financing strategy with growth objectives
Source new institutional investors, banks, and credit unions
Serve as the primary point of contact for institutional investors and warehouse providers, ensuring transparency, performance tracking, and strategic alignment
Prepare and deliver investor presentations, performance updates, and market insights to partners and the executive team
Oversee cash management and liquidity across multiple bank accounts and funding facilities
Monitor borrowing bases and covenant compliance across warehouse facilities
Partner with Finance and Credit to forecast liquidity requirements and ensure capital efficiency
Lead internal and external capital markets reporting, including lender and noteholder updates
Partner with FP&A and Credit teams to analyze loan economics, funding costs, and performance metrics
Drive automation and scalability in reporting and capital partner communications
Qualification
Required
10+ years of experience in capital markets, structured finance, or treasury roles within fintech, consumer lending, or investment banking
Proven track record of closing and managing forward flow agreements, warehouse facilities, and securitizations
Deep understanding of ABS structures, SPVs, and relevant regulatory and accounting frameworks
Exceptional relationship management, negotiation, and presentation skills with institutional investors
Advanced financial modeling and analytical skills; proficiency in Excel and BI tools (e.g., Looker)
Bachelor's degree in Finance, Economics, or related field
Preferred
Experience in healthcare financing, point-of-sale lending or other consumer verticals
Familiarity with modern fintech platforms and loan origination systems
Prior leadership in scaling capital markets infrastructure in a Series B+ growth-stage fintech
Experience managing direct reports
Benefits
Medical, dental, and vision premiums covered at 80% for employees and dependents
Unlimited PTO
401(k)
Parental leave
AD&D policy provided at no cost to employees
Company
PatientFi
PatientFi is a financial services company that helps patients to access current health, beauty, and wellness treatments.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$63MKey Investors
Questa Capital ManagementPatriot Financial Partners
2024-02-13Series B· $25M
2021-12-22Private Equity· $32.13M
2021-02-19Convertible Note· $3.87M
Leadership Team
Derrick Hoag
Co-Founder & Chief Product Officer
Alicia Kristjanson
Manager Strategic Partnerships
Recent News
Company data provided by crunchbase