Case Study
From Big Four Audit to Senior FP&A at a High-Growth Healthcare Company
Before
Senior Associate
Dohan CPA (prev. Senior II at Deloitte)
After
Sr. FP&A Analyst
Cano Health • Miami, FL
41
Days
Campaign duration
78
Applications
Targeted & submitted
9
Interviews
Secured
2
Offers
Extended
Campaign Funnel
Results Breakdown
Industry Context
The Audit-to-FP&A Transition: Why Leaving the Big Four Is the Defining Career Move in Finance
The career trajectory for accountants and auditors typically follows a predictable pattern. Start at a Big Four firm (Deloitte, PwC, EY, KPMG), grind through 3 to 5 years of audit engagements, earn your CPA, and then make the "exit" to industry. This exit is the single most important career decision most finance professionals make. The right exit lands you in a high-growth company with a clear path to VP of Finance or CFO. The wrong one puts you in a back-office role with limited visibility and slower career progression.
Financial Planning & Analysis (FP&A) has become the most coveted exit path for Big Four alumni. Unlike accounting or audit roles in industry, FP&A sits at the intersection of strategy and finance. FP&A analysts build the budgets, forecasts, and KPI frameworks that drive executive decision-making. In high-growth sectors like healthcare, where operational complexity creates massive demand for financial modeling and variance analysis, senior FP&A roles offer both compensation premium and career acceleration.
The challenge for Big Four exits is positioning. Audit experience, while rigorous, does not directly translate to FP&A without deliberate repositioning. Hiring managers at companies like Cano Health are looking for candidates who can demonstrate not just technical accounting skills, but the ability to build financial models, analyze operational performance, and communicate insights to leadership. Making this transition requires more than just applying. It requires a strategic narrative that connects audit discipline to FP&A impact.
The Challenge
A CPA with Big Four Foundations, Ready for the Industry Exit
Luis came to Archer Careers as a CPA with over three years at Deloitte and subsequent experience at a smaller firm while completing his CPA certification. He also brought entrepreneurial experience as the founder of Swift Extractions, a hemp processing company. His background was strong but unconventional: Big Four audit, a startup venture, and a CPA. He needed to package these diverse experiences into a compelling narrative for FP&A roles.
Luis's goal was specific: land a senior FP&A role at a company where he could apply his analytical rigor to operational decision-making. He wanted to move beyond compliance and audit into a role where his work directly influenced business strategy. The healthcare sector appealed to him because of its complexity and growth trajectory, but breaking into healthcare FP&A from an audit background required precise positioning.
The Archer Strategy
Repositioning Big Four Audit as FP&A Readiness
Archer's team designed a campaign that transformed Luis's resume narrative from "auditor transitioning to FP&A" to "analytical professional with Big Four discipline and entrepreneurial financial modeling experience." His time at Deloitte demonstrated rigor and process. His CPA certification validated his technical foundation. And his experience running Swift Extractions showed that he could build budgets, manage cash flow, and make financial decisions under real-world constraints.
Applications targeted healthcare companies in South Florida with active FP&A hiring, particularly those in high-growth phases where budgeting, forecasting, and KPI development were critical priorities. For Cano Health, the positioning emphasized Luis's ability to handle the kind of multi-site operational complexity that a healthcare services company demands.
Archer's team also identified companies that had recently restructured their finance teams or announced expansion plans, signals that FP&A headcount was growing. This timing intelligence placed Luis's applications in front of hiring managers at the moment of greatest need.
Sourcing Parameters
- Company type: High-growth companies with complex operational finance needs
- Industry focus: Healthcare, financial services, and multi-site operations
- Role level: Senior FP&A Analyst or FP&A Manager
- Geography: South Florida (Miami preferred)
- Skill match: Budgeting, forecasting, variance analysis, KPI development
The Results
9 Interviews. 2 Offers. The Right Exit from Big Four.
Of the 78 targeted applications, 9 resulted in interview invitations from companies across healthcare, financial services, and technology, an 11.5% interview rate.
Luis received 2 offers and accepted a Senior FP&A Analyst position at Cano Health, one of the largest primary care providers in South Florida, where he now leads budgeting, forecasting, KPI development, and operational performance reporting.
Key Milestones
- 1Cano Health: Major primary care provider with multi-site operations across South Florida
- 2Luis leads budgeting, forecasting, KPI development, and variance analysis
- 3The role positioned him at the intersection of finance and operational strategy
- 4His CPA, Deloitte background, and entrepreneurial experience create a unique profile within the finance team
Luis's transition from audit to FP&A is the career move that thousands of Big Four alumni attempt every year. Most do it on their own, applying broadly and hoping that a hiring manager will see past the audit background to the analytical potential underneath. Archer's campaign eliminated that risk by building a narrative that made the transition feel inevitable rather than aspirational.
The placement at Cano Health gave Luis exactly what he wanted: a role where his analytical work directly influences business decisions, in an industry complex enough to challenge him, at a company growing fast enough to create career advancement opportunities.
Archer's approach to my search was incredibly strategic. They mapped out the finance landscape, identified companies where my skill set would have the most impact, and crafted every application to highlight exactly what each hiring manager was looking for. The attention to detail was something I hadn't experienced before.
Key Takeaway
Luis made the most important career move in accounting, the Big Four exit to FP&A, in 41 days because Archer repositioned his audit background and entrepreneurial experience into a compelling FP&A narrative that resonated with healthcare hiring managers.
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