Head of Capital Markets

Fundwell is a financial technology platform revolutionizing the way businesses access and manage capital. Traditional business financing often involves complex processes, hidden fees, and lengthy approval times. We're changing that and fast. Leveraging our proprietary technology, deep industry expertise, and ethical-first approach, we deliver quick, transparent, and tailored funding solutions to small and medium-sized businesses nationwide. Today, our platform is expanding beyond financing into receivables, payables, and embedded payments, giving businesses greater control over their cash flow.

THE ROLE

You will be the first capital markets hire and will own the entire funding stack - from financial modeling and lender origination through facility negotiation, closing, and ongoing compliance reporting. This is not a support role and it is not for someone who needs to be told what to do. You will sit at the table with warehouse lenders, family offices, and institutional investors, and you will be the person who builds the models they base their credit decisions on. You will work directly with the CEO on capital strategy and be a key voice in board-level discussions. We are looking for someone who is exceptionally sharp, moves fast, and has the intellectual horsepower to operate across financial modeling, legal negotiation, and investor relations simultaneously.

RESPONSIBILITIES

• Own the company financial model and FP&A function end-to-end: origination projections, portfolio roll-forward, payment waterfall, warehouse mechanics, P&L, cash flow, budgeting, and board reporting - maintaining it as the single source of truth for all capital raise and board discussions

• Build and maintain pro forma portfolio projections for each product channel (RBF, Term Loan, Card) including vintage-level performance tracking, collection curves, and chargeoff waterfalls

• Lead warehouse facility origination: identify target lenders (banks, credit funds, specialty platforms), bu...