Case Study

GCC Report

The Turnaround: How Strategic Leadership Hiring Saved Finclarity from an International Relocation.

The Executive Summary

  • Client: Finclarity (US Based Financial Operations)
  • The Challenge: Internal HR struggled to find top tier accounting talent in Kolkata. Leadership was highly frustrated and on the verge of shutting down the India office to move operations entirely to the Philippines.
  • The Capiens Solution: A top down leadership hiring approach. We paused junior hiring and recruited a strong Country Manager first to establish an operational culture, followed by sourcing elite Senior Accountants.
  • The Impact: Fully staffed the required senior finance roles within three months, completely changing the company’s trajectory in India and saving the client from massive relocation costs.
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The Friction: The Threat of Relocation

Finclarity was facing a critical talent bottleneck. Their internal HR team was relying on standard job posts but failing to attract the right caliber of talent in Kolkata. Because top regional talent often migrates to tech hubs like Bangalore or Hyderabad, Finclarity’s US executives were losing patience with the local talent pool.

The situation became so dire that leadership made a serious strategic decision. They were preparing to shut down their India operations completely and move their back office to the Philippines. They required immediate, high quality back office operations to scale, and their current hiring strategy was actively failing them.

The Capiens AI Execution: Top Down Cultural Architecture

Chandra and the Capiens team asked for one final opportunity to prove the value of the Indian talent pool before the client initiated a massive, costly international move. Recognizing that simply posting more job ads would not work, Capiens completely flipped the hiring model.

Instead of hunting for individual accountants, we executed a top down hiring strategy. We know that A Player talent follows strong leadership.

Phase One: Leadership Acquisition

 We paused the search for junior roles and headhunted Abhishek Tulshan to serve as the dedicated Country Manager. His mandate was to establish a serious, high performance office culture that would naturally attract and retain top tier professionals.

Phase Two: Targeted Specialist Sourcing

 With strong local leadership finally in place, Capiens tapped into our private networks to aggressively source elite Senior Accountants and QuickBooks Experts. We found candidates who fit the exact technical and cultural requirements of Finclarity’s US headquarters.

The Impact: A Resurgent India Operation

The results were immediate and undeniable. Within just a few months, Capiens successfully placed four highly specialized senior finance professionals, and multiple additional roles are currently moving through the active hiring pipeline.

Finclarity completely abandoned their plans to move to the Philippines. By partnering with Capiens AI, they avoided the immense financial and operational burden of international relocation while finally unlocking the high quality offshore talent they originally sought.

The Proof: Verified Success

The success of this turnaround is validated by both sides of the operation. Jason Lundberg on the US executive side and Abhishek Tulshan leading the Kolkata office stand as testaments to the power of strategic, leadership first hiring. When standard HR methods fail, targeted talent architecture wins.

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