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James Guptill

@jamesguptill

Product Manager at Finzly, delivering Payment Hub implementations and designing FX trading risk frameworks for banking clients.

United States

Message

At Finzly, I advise clients on the Payment Hub and deliver implementations of FEDWIRE, FX, and SWIFT solutions. I’ve completed full Payment implementations for three enterprise clients.

I also designed parent-child limit structures for settlement risk and cash and credit customer frameworks for FX trading. I supported Treasury Management modernization through API integrations between Digital Galaxy, client cores, and partner systems.

At U.S. Bank, I defined the roadmap for replacing the legacy FX trading and settlements platform and owned FX and payments backlogs. Earlier, I delivered payment and settlement solutions at Wells Fargo, including Global PayPlus and OnlineFX.

Experience

Work history, roles, and key accomplishments

Current

Implementation Manager / Product Manager

Current

Finzly

Nov 2024 - Present (1 year 11 months)

Leads end-to-end client implementations of payment hub solutions for enterprise banking clients, including FEDWIRE, FX, and SWIFT. Drives requirements gathering, backlog prioritization, and delivery planning while collaborating with cross-functional teams.

Fedwire FX Swift Requirements Gathering Backlog Prioritization Product Demonstrations Customer Training Regulatory Compliance AML Reg. E API Integration Platform Modernization

AVP, Platform Management – Capital Markets

U.S. Bank

Nov 2018 - Nov 2024 (6 years)

Defined product vision and roadmap for FX trading and settlements platform replacement, prioritizing features to improve trading efficiency and risk management. Acted as Lead Product Owner for critical FX modules and directed payment processing integration across DDA, ACH, Wire/FEDWIRE, SWIFT, and AML controls.

FX Payments Product Roadmap Agile Scrum Backlog Prioritization User Stories Swift Fedwire ACH AML Risk Management Data Analysis Stakeholder Management

Senior Specialist, Capital Markets

U.S. Bank

Oct 2015 - Nov 2018 (3 years 1 month)

Acted as Scrum Product Owner, Tester, and Scrum Master for FX currency products and testing initiatives. Owned SWIFT Standards updates and led testing lifecycle for FX Repatriation project.

Scrum Product Owner Testing Swift Project Governance Risk Management Test Lead FX

Strategy Consultant

Wells Fargo Securities

Jan 2015 - Dec 2015 (11 months)

Developed A.I.M. (Agile, Impactful, Measurable) framework to enhance operations in process, risk, and people pillars for payments-related workflows.

Agile Process Improvement Risk Management Payments

Senior Consultant

Carlisle & Gallagher

Jan 2011 - Dec 2015 (4 years 11 months)

Led business analysis and project management for high-impact initiatives including Unified Desktop Assessment, Cash Vault Divestiture, Electronic Trading Platform onboarding, and Portfolio Realignment.

Business Analysis Project Management Electronic Trading Portfolio Management

Business Systems Manager / Technology Manager / VP QA/BA

Wells Fargo Bank N.A.

Jan 1995 - Dec 2011 (16 years 11 months)

Directed FX platform migrations, conversions, and international implementations. Owned end-to-end delivery of payment/settlement solutions and led testing automation strategies, vendor management, and cost-saving initiatives.