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Financial Forward – Season 4, Episode 3
Guest: Tanya Puri
Host: Jim McCarthy

In this episode, Jim McCarthy speaks with Tanya Puri, a finance and operations leader turned entrepreneur, about her career journey and her transition into building a consulting practice as a fractional executive.

Tanya shares how her background in investment banking, investment management, and strategy & operations shaped her understanding of how businesses grow—and where they often struggle. She explains why she left traditional employment to work across multiple companies, helping them solve critical challenges related to capital, scaling, and operational efficiency.

The conversation explores how companies at different stages—from early fundraising to growth and optimization—can benefit from experienced leadership without the need for full-time executive hires.

Topics Covered

• Tanya Pura’s career across finance, strategy, and operations 
• Transitioning from corporate roles to entrepreneurship 
• What a fractional executive is and why the model is growing 
• Helping companies raise capital and prepare for growth 
• Operational scaling and building efficient systems 
• Supporting companies across industries and lifecycle stages 
• The gap between strategy and execution in growing businesses 

Key Takeaways

• Many companies fail not because of bad strategy, but because of poor execution. 
• Fractional leadership provides high-level expertise without full-time overhead. 
• Scaling requires both capital and operational discipline. 
• Cross-industry experience can be a powerful advantage in consulting and advisory roles. 
• Leaving traditional employment can create broader impact when expertise is applied across multiple organizations. 

Guest Information

Tanya Pura
Fractional Executive | Strategy & Operations Leader | Finance Background

(Primary areas of focus: capital strategy, operational scaling, business transformation)

More from Jim: 
LinkedIn: https://www.linkedin.com/in/mccarthyhatch/
https://www.mccarthy-hatch.com/