• 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.