Why Some CPAs Thrive and Others Get Stuck with Ana Garcia | EP 20

If you’re a finance professional questioning your next move after public accounting, this episode will completely change the way you think about career growth.

In this episode of The Next Moves, Joe Diubaldo sits down with Ana Garcia, former KPMG auditor turned recruiter at Clarity Recruitment, to unpack the hidden realities of career transitions in finance. From work-life balance and burnout to curiosity, company context, and why titles alone don’t guarantee fulfillment, Ana shares what finance professionals consistently overlook when making career decisions.

They explore the difference between chasing the “logical next step” versus building a career aligned with your strengths, lifestyle, and long-term goals. Ana also reveals what recruiters actually look for in Big 4 candidates, the resume mistakes most professionals make, and why understanding company context matters more than most people realize.

If you’re a CPA, senior accountant, finance manager, or someone feeling stuck after a busy season, this episode will help you think differently about your career path and what truly makes a role the right fit.

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Chapters

00:00 Intro

00:40 Ana’s Career Pivot

03:08 The Big 4 Career Myth

06:07 Why Ana Left Accounting

08:21 What Recruitment Is Really Like

11:23 What Holds Careers Back

13:33 Making a Nonlinear Career Move

16:15 Career Advice for Finance Professionals

18:14 The #1 Trait Hiring Managers Want

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Watch the full interview and subscribe for more conversations with the operators behind the world’s most resilient businesses.

Connect with guest Ana Garcia on LinkedIn ➡ https://www.linkedin.com/in/ana03garcia/

Connect with Host Joe Diubaldo on LinkedIn ➡ https://www.linkedin.com/in/joediubaldo/

If this conversation resonated with you, like the episode and subscribe to stay up to date on future conversations with founders and operators.

Joe Diubaldo, host of The Next Moves and Founder of Clarity Recruitment, has made it his life to help people build better careers and better companies. Along the way, there’s been one lesson that always stands out…

We all get stuck. The Next Moves podcast has been curated to help you get unstuck; to help you plan the next move and then the move after that.

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