There’s a quiet assumption that follows everyone out of a Big 4 firm: you trained together, you were measured the same way, so you’ll all land in roughly the same kind of role. Ana Garcia spent four years inside that assumption at KPMG. She’d tell you it’s wrong.
Ana started in accounting on a professor’s advice, earned her CPA in KPMG’s private enterprise practice, and planned to pivot into something more entrepreneurial after two years. She did pivot — just not where she expected. At the two-year mark she realized she was drawn to the people side of the work more than the numbers, and that pulled her to the other side of the hiring process entirely. She’s now spent several years at Clarity recruiting and placing finance, operations, and technology professionals.
On this episode of The Next Moves, Joe and Ana get into what finance professionals consistently misread about their own careers: why your title says less than you think, why the context around a role matters more than the role itself, and the one trait that separates candidates more than anything on their résumé.
The market assumes every CPA from a large firm lands in the same kind of role. The reality is that your client mix, the size of teams you worked on, and the people you managed build a skill set no one else has.
An accounting manager job at a large public company looks nothing like the same title at a smaller PE-backed business. Reporting structure, team size, and how self-sufficient you need to be matter more than the words on the offer letter.
Commute, days in office, travel, a transition into parenthood — the context around a role decides whether it actually works. Candidates rarely raise this themselves. The right recruiter does.
Ana’s view from both sides: the placement only works if it works for you. The goal is a match you can stay in and grow in for years, not a quick fill.
It looks like deconstructing a problem, asking why it’s happening, and digging until you understand it well enough to apply the lesson elsewhere. It grows with tenure, and it separates candidates more than anything on paper.
Everyone leaving public practice wants FP&A. Before you chase a function, get curious about the company context — size, stage, systems, who you’d report to. The right environment matters more than the label on the role.
Ana’s path is a useful reminder that a finance career rarely moves in a straight line, and that the most valuable thing you carry into your next role isn’t a title, it’s the mix of competencies you’ve stacked along the way.
If you’re a finance professional weighing your next move, this is the conversation to start with. And when you’re ready to talk through what that move could actually look like, Ana and the Clarity team are who to call.
Not automatically. Ana’s reflection is that nothing you learn at the firm is wasted — the CPA, the technical reps, the client exposure all carry forward. The question isn’t whether to leave, it’s whether your next role fits how you want to work and live. Get honest about what’s working and what isn’t before you move.
Leaving out company context. Add one concise line per role: company size, revenue range, public or private. It tells a hiring manager more about the environment you came from than the job title ever will.
It’s the default almost everyone reaches for, which is exactly why it’s worth pausing on. FP&A can be a great fit, but the company context — stage, structure, who you’d report to — often matters more than the function. Explore that before locking into a specific role type.
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