BUSINESS SUMMARY J. M. Chavez - Independent Contractor: I deliver value added consulting services for asset intensive agencies.  I offer comprehensive management solutions to maximize the clients needs in Corporate Finance & Accounting: CFO: Increasing a firm's value for your shareholders, Financial and Contracts Performance Analysis, Payroll & Benefits, Financial (External) and Management (Internal) Accounting.                  I push to be a leader in my industries and regions by working with small and medium enterprises, non-profits, associations, chambers of commerce, religious groups, educational institutions, government, and conference groups.

LABOR CATEGORIESAs an Independent Contractor I can service the following labor categories: • Government & Commercial Contracts Director • Accounting & Finance Director • Chief Financial Officer (CFO) • Human Resources Manager • Sr. Business Consultant • Sr. Business Technology Consultant • Project Portfolio Director • Project Manager • Sr. Accountant • Sr. Contract Cost Accountant • Sr. Project Cost Accountant • Government & Commercial Contracts Manager • Accounting & Finance Manager • Project Portfolio Manager • International

Business Developer

SERVICES• Financial Analysis • Payroll & Benefits

• Financial Risk Management• Financial (External)

• Management (Internal) Accounting • Job, Project, and Contract costing

• CFO: Capital Markets and Managing for Value • Increasing a firm’s value for your shareholders

• M&A Transactions• Accounting for Non-Profits, Small Medium Enterprises, Restaurant, & Retail

Businesses, Government & Commercial Contractors• Human Capital

• Merger Management

Jose M. ChavezSr. Business ConsultantJ. M. Chavez - Independent ContractorOffice: 301.244.9193jchavez@jmchavez.biz|www.jmchavez.biz

jchavez@jmchavez.biz www.jmchavez.biz (t) 301.244.9193

• Organization Design • Transformational Change

• Human Resource Management • Labor Regulations & Compliance with Employment Laws

• Staff Development • Employee Reward Systems

• Talent Management • Succession Planning

• Branding • Consumer & Shopper Insights

• Customer Life cycle Management• Digital Marketing

• Marketing Return on Investment• Organization & Capabilities

• Pricing• Sales & Channel Management

• Event Management & Coordination• National and International Business Development

NAICSAccounting Services………………… 541219Management Consulting…...........… 54161Human Resource Consulting……… 541612Admin Management & General Management Consulting………….… 541611

About Jose M. Chavez Jose M. Chavez graduated from the Robert H. Smith of Business (University of Maryland – College Park, MD) with a Bachelor of Science in Finance. He has served the business community via multiple local non-profits and chambers of commerce since 2008. He works as a Senior Business Consultant through his independent contractor firm. His technical background is comprised of experiences in the field of accounting, commercial and government contracting, corporate finance. Jose currently resides in down-town Silver Spring, MD but also enjoys a second residence in San Salvador, El Salvador.

J. M. Chavez™©2014-3014. All Rights Reserved.

jchavez@jmchavez.biz www.jmchavez.biz (t) 301.244.9193 J. M. Chavez™©2014-3014. All Rights Reserved.

Jose M. Chavez 2388 Sun Valley Circle • Silver Spring, MD 20906 • jchavez@jmchavez.biz • 301-244-9193 • www.jmchavez.biz

EXPERIENCE

Contracts Director (Portfolio Manager) Oct 2013 to Oct 2014

Mavitri – Independent Contractor, Management Consulting Silver Spring, MD

• Directed proposals and contracts efforts for all products and services to both the commercial and government sector

• Managed and administered the recruiting process for vendors and contractors that included the job posting, resume reviews,

interviews, background checks, and drafting hire agreements

• Processed contracts, project, and invoicing reviews for contractors

• Assisted in the project management of client projects via local and remote contractors abroad (El Salvador)

• Traveled to El Salvador to identify and negotiate contractor resources for client projects

• Drafted and generated all marketing materials for company products and services Sr, Business Consultant (Accounting & Contracts Manager) Sept 2012 to Present

J. M. Chavez – Independent Contractor, Management Consulting & Services Silver Spring, MD

• Provided direct labor on management and technical assistance in: Business Accounting (Accounts receivables and payables/Budget,

Cash Flow Management, Human Resources/Managing Employees, Managing a $2M non-profit and Cost Management

• Implemented processes and controls throughout the company to control cost

• Strategized with the client on how to make the company profitable. Company was in the negative +100K for the past three previous

years and per the implementations brought the company to a positive +20K Director of Seminars Program (Project Manager) May 2011 to Sept 2014

Maryland Hispanic Business Conference Foundation, Non Profit Gaithersburg, MD

• Generated the list of 40+ panelists and moderators that consisted of mid to senior level personnel from targeted government and

corporate agencies/companies for our 8 business seminars

• Delegated tasks and general sales marketing duties to the seminar managers whom prime role were to do cold calling/emailing to the

suggested contacts

•Planned the logistics of the seminars in our pre-planning meetings and executed them on the day of the conference in preparation for

700+ seminar attendees Business Consultant (Project Manager) Nov 2012 to Oct 2013

Maryland Small Business & Technology Development Center, Management Consulting College Park, MD

• Provided management and technical assistance to clients (+70 pre-ventures to growth companies;$0-$2M) in: Business

Accounting/Budget~Buy/Sell Business~Cash Flow Management~Customer Relations~eCommerce~Financing

/Capital~Franchising~Government Contracting~Human Resources/ Managing Employees~International Trade~Managing a

Business~Marketing & Sales~Start Up Assistance~8ACertification~Acquisition~Advertising~Cost Management~Business

Expansion~Labor Planning~Loan Assistance and Bid Solicitation Review

• Prepared and presented training seminars to clients when assigned; Organized events with attendance between 10 to 300 attendees

•Performed outreach to outside vendors, chambers of commerce, government agencies, and nonprofits to identify new resources for

current and future projects Administration & Finance Manager (Contracts Manager) Dec 2011 to Nov 2012

EurekaFacts, Marketing Research Rockville, MD

• Planned, implemented, managed and controlled all financial, accounting, human resources, operations, contracts (Firm Fixed Price,

Cost Reimbursement, Incentive, Indefinite Delivery) & IT related activities of the company

•Responsible for accounting, finance, forecasting, strategic planning, job costing, legal, property management, deal analysis and

negotiations, partnership compliance

• Managed the activities and responsibilities of the finance and accounting team

• Oversaw general accounting with the general ledger, billing, and month end processing, financial agreements, payroll, and financial

reporting

• Planned, directed, and coordinated the human resource management activities of the company. These responsibilities included, but

are not limited to: recruitment, personnel policies, and regulatory compliance

• Implemented human resource, job costing and project management controls at the company level for all government & commercial

projects & agreements, employees, and sub-contractors

• Provided cost and charge estimations for statements of works per commercial and government RFP's up to $2M; base year plus

multiple option years

• Ensured that the company’s certifications and registrations were up to date.

• Drafted, reviewed, and submitted all financial proposals for RFPs

• Provided and ensured that all of the company data was compliance for a labor and licensing audit Contracts Administrator Sept 2010 to Dec 2011

Design Data Systems, Information Technology Service Provider Gaithersburg, MD

• Maintained and organized client contracts (Time & Materials, Labor-Hour), purchase orders, statements of work (SOWs), project

billing, and accounts receivables

• Produced the monthly manage service agreement invoices ($600K+) for 100+ service/consulting/subcontracting/vendor agreements

• Assisted the Project Management on project setups and client billings for progress/full billing in the service automation software

• Collected pricing from suppliers to draft times and materials quotes for statements of works and purchase orders with the sum values

ranging between $1-$250K

• Reviewed the historical trail balance on a weekly basis to identify overdue receivables and make accounts receivable collections

• Processed materials orders for hardware and software upon client and management approval

• Assisted in the training and work output of the Inside Sales Administrator Operations Accountant (Team Resource) May 2010 to Sept 2010

Distinctive Bookbinding & Leather Designs, Custom Leather Goods Factory Rockville, MD

• Led and managed a team of interns to establish and produce accounting data, marketing materials, and human resource records

• Researched the internal business operations processes and presented them to the Senior Business Consultant to come up with

recommendations for the company President in an effort to turn around a financially stressed company

• Executed and delegated the intern team to compute the company expenses and sales accounts for the production store sites

•Resolved expense and liability accounts with company creditors and company employees for overdue balances and unpaid wages AWARDS

Non-Profit of the Year - 2013 - Maryland Hispanic Chamber of Commerce Jan 2014

Small Business & Technology Development Center Annapolis, MD Most Supportive & Active Member of the Year - 2013 - Salvadoran American Chamber of Commerce Dec 2013

Jose M. Chavez Washington, MD MANAGERIAL & ADMINISTRATIVE EXPERIENCE with CONTRACT TYPES

Firm-Fixed-Price Contracts: Fixed-Price Contracts with Economic Price Adjustment, Fixed-Price Incentive Contracts, Fixed-Price

Contracts with Prospective Price Redetermination, Fixed-Ceiling-Price Contracts with Retroactive Price Redetermination, Firm-

Fixed-Price, Level-of-Effort Term Contracts

Incentive Contracts: Fixed-Price Incentive Contracts, Fixed-Price Contracts with Award Fees, Cost-Reimbursement Incentive

Contracts

Time-and-Materials, Labor-Hour, and Letter Contracts: Time-and-Materials Contracts, Labor-Hour Contracts, Letter Contracts

Cost-Reimbursement Contracts: Cost Contracts, Cost-Sharing Contracts, Cost-Plus-Incentive-Fee Contracts, Cost-Plus-Award-Fee

Contracts, Cost-Plus-Fixed-Fee Contracts

Indefinite-Delivery Contracts: Definite-Quantity Contracts, Requirements Contracts, Indefinite-Quantity Contracts MANAGERIAL & ADMINISTRATIVE EXPERIENCE with FINANCIAL REPORTING TYPES

•Balance Sheet • Income Statement (Profit & Loss) • Statement of Cash Flows • Cash Flow Forecast • Customers & Receivables •

Sales • Job, Time, & Mileage • Vendors & Payables • Purchase • Inventory • Employee & Payroll • Banking • Accountant & Taxes •

Budgets & Forecasts • Nonprofit - Donors/Grants • Nonprofit - Programs/Project EDUCATION

Bachelor of Science, Finance Graduated: May 2009

Robert H. Smith School of Business, University of Maryland College Park, MD SKILLS and LANGUAGES

Competent in MS Word/PowerPoint/Excel/OneNote/Outlook, WebCATS (Customer Relationship Management) Great Plains

(Accounting – A/R Module), Windows/Mac/Linux OS, ConnectWise (Professional Services Automation), Sharepoint, MS Project

(Project Management Software), QuickBooks (Accounting; Accountants Edition), PeachTree/Sage 50 (Accounting; Accountants

Edition), NovaTime (Time and Attendance/Workforce Management), Wells Fargo Payroll Systems, ADP (Payroll), PayChek

(Payroll), Intuit Payroll, SalesForce (Customer Relationship Management), Google Adwords & Analytics, QuoteWerks, CPanel –

Web Hosting, Xara Designer Pro X10, Samplitude Pro X2 (Digital Audio Workstation (DAW)), Video Pro X7 (Video Production),

Android OS, Google Docs Business, FaceBook, Google Plus, LinkedIn, You Tube, and Spanish CERTIFICATIONS

Project Management Professional (PMP) Expected Certification: Sept 2015

Certified Federal Contracts Manager (CFCM) Expected Certification: Oct 2015

Certified Commercial Contracts Manager (CCCM) Expected Certification: Nov 2015

Professional in Human Resources (PHR) Expected Certification: Dec 2015