From Corporate Finance to Fractional CFO: Chatting with Jonathan Rosa

Today we are excited to be joined by Jonathan Rosa, founder of Moura CFO, a fractional CFO company. Originally from Boston, Jonathan has been in Miami since 2015 and considers it home. For the past four years, he has been helping small businesses better understand their business and finances, improve profits and gain control of their cash flow. 

Jonathan shares his story as the child of Brazilian immigrants, growing up in the restaurant industry in Boston, and attending Boston College for finance. We’ll learn about his career journey, including his corporate experiences at Panera Bread and Burger King, and what inspired him to start his own business. 

Listen in as Jonathan talks about taking the leap of faith to start his own company, navigating the challenges of the pandemic as a new business owner, work-life balance and more!


Here’s some of what we discuss in this episode:

• Jonathan’s background: growing up in Boston, pursuing finance and working at Burger King’s corporate headquarters in Miami  
• Jonathan's biggest takeaways from his years working in corporate
• What motivated Jonathan to transition from a corporate career to entrepreneurship + navigating this change
• How Jonathan pivoted his business model to support clients during the COVID-19 pandemic
• What does success mean to Jonathan in his career and personal life?

Learn more about Jonathan:

I'm Jonathan, the Founder, and CEO at Moura CFO: https://www.mouracfo.com/.

I'm based in Miami. My father has been in the restaurant industry since before I was born, marking over 30 years. He's been a restaurant owner for around 25 of those years. Growing up with my father's influence in the restaurant business, I pursued a finance degree in college and later joined the parent company of BURGER KING, where I spent 4 years in Corporate Finance, focusing on budgeting, forecasting, and monthly reporting for the global brands BURGER KING and TIM HORTONS.

I made the transition to a Fractional CFO in 2019. After 4 years in corporate finance and the birth of my first son, I realized my unrealized dream of being a business owner and the aspiration to influence the family business. Despite my father never receiving formal business or management training, I wanted to merge the finance knowledge I had acquired with the operational expertise and passion that people like my father have. My purpose is to assist entrepreneurs in gaining a clear vision of their businesses, providing financial management services that help them make strategic decisions. I believe that by understanding the numbers and having a broad view of their ventures, they will be better prepared to face challenges and grow sustainably. In this way, I contribute to the success of Brazilian entrepreneurs in the United States, strengthening their ties to the community and positively impacting their families, both in the present and in the future.


Get in touch with Jonathan:

https://www.mouracfo.com/

https://www.linkedin.com/in/rosajonathan/

Learn more about Adam & the Rossen Law Firm at https://www.criminal-defense-dui.lawyer/ and if you need legal defense, schedule a free consultation here: https://www.criminal-defense-dui.lawyer/contact.cfm