Wells Galphin
A decade in accounting and finance taught me the backside of a business. Now I work with lenders and leadership at every level to build the consumer financing platform for a nationwide roofing company, turning a function built to count costs into one that drives revenue.
Building Vertex's consumer financing function
- Run lending-partner relationships for the partner network
- Built the internal financing site, with a live decline dashboard
- Built the margin model behind discount, fee, deposit and commission calls
- Pitched and stood up a Deal Recovery team
- Rebuilding point-of-sale financing for the 2027 busy season
Click any highlight to see the resume line behind it.
Case studies
Three problems, what I built, and what changed.
Career
2016 to now, audit to controller to financing.
Case studies
Each one links to the tool it describes in the tour below.
Tool tour
All fourteen tools I built for the financing function.
The five featured tools replay as a full tour of the real screen, with chapter buttons to jump to any part. The other nine open a short summary of what each one holds, what it changed and where its numbers come from. To keep my employer's systems and data private, the replicas use made-up names (“Harborline”, “Lendara”, “FieldDesk”) for the company and its software, generic labels for brands, reps, customers and lenders, and made-up figures throughout.
More work
Proposals, teaching and talks that sit around the tools.
| Click a role to jump to it |
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| Ten years: audit, accounting, controllership, then financing. |
- Master of Accountancy
- Appalachian State University, Boone, NC · Aug 2016
- B.S. Business Administration, Accounting
- Appalachian State University, Boone, NC · May 2015
- Eagle Scout
- Boy Scouts of America Troop 218, Wilmington, NC · May 2010
- Head of the Culture Committee
- Vertex Service Partners · host of the company-wide podcast
- One number, one definition
- Every tool reads the same data, and each number states its date basis.
- Build for the decision
- One screen answers one question, with the action next to it.
Toolkit
What I use day to day.
- Point-of-sale financing platforms
- Field-service CRM / ERP
- Lender portals
- Snowflake
- Claude
- Claude Code
- Sage
- Microsoft Dynamics SL
- BI360
- CaseWare
- Workiva
- Excel (advanced)
- MS Office
- CoStar
Let's talk.
Reach out by email or LinkedIn, or take the resume with you.