Jonathan Shum

Jonathan Shum Email and Phone Number

Internal Auditor @ Alliant Credit Union
chicago, illinois, united states

Jonathan Shum's Contact Details

Jonathan Shum personal email

n/a

Jonathan Shum's Current Company Details

alliantcreditunion.org

Alliant Credit Union

Internal Auditor
chicago, illinois, united states
Website:
alliantcreditunion.org
Employees:
577
Industry:
Financial Services

Jonathan Shum Work Experience

  • alliantcreditunion.org
    Internal Auditor
    Alliant Credit Union Jun 22 - Present · 2 yrs 10 mos
    Chicago, Illinois, United States
  • alliantcreditunion.org
    Corporate Tax Auditor 2
    State Of Wisconsin Jun 17 - Apr 21 · 3 yrs 10 mos
    Madison, Wisconsin, United States
  • alliantcreditunion.org
    Tax Auditor
    Massachusetts Department Of Revenue Apr 21 - Jun 22 · 1 yr 2 mos
    Boston, Massachusetts, United States
  • alliantcreditunion.org
    Tax Auditor
    Missouri Department Of Revenue Nov 10 - Jan 13 · 2 yrs 2 mos
    Jefferson City, Missouri, United States
    * Conducted audits of company financial records, internal controls and tax returns to determine compliance with Missouri corporate income tax laws * Collected over $500,000 in taxes owed to Missouri * Worked closely with company financial statements * Initiated audits by communicating with taxpayers or their accounting or legal representatives and obtain necessary records and responds to taxpayer inquiries * Developed potential tax audit leads using departmental databases, previous audit records and business publications * Prepared audit work papers documenting the scope of the audit, records reviewed, correspondence and other supporting documentation Show less
  • alliantcreditunion.org
    Accounting Clerk
    Goodman Solutions Apr 10 - Sep 10 · 5 mos
    Frisco, Texas, United States
    * Prepared invoice forms for the construction of new telecommunication sites * Inputted financial data reports into system database using Oracle * Handled, prepared, and managed multiple special projects * Calculated and verified financial data and ensured accuracy of accounting records
  • alliantcreditunion.org
    Credit Analyst
    Videojet Technologies Mar 10 - Apr 10 · 1 mo
    Wood Dale, Illinois, United States
    * Analyzed credit data and determined the degree of risk involved in extending credit to customers * Consulted with customers and resolved complaints and verified credit transactions * Managed major accounts to reduce past dues * Reviewed customer file to identify and select delinquent accounts for collection
  • alliantcreditunion.org
    Compliance Examiner And Auditor
    National Futures Association Jan 13 - Aug 15 · 2 yrs 7 mos
    Chicago, Illinois, United States
    * Analyze NFA Members’ business and financial operations to ensure compliance with NFA requirements * Verify and review NFA Members’ books, records, financial statements by comparing items to outside sources and documenting findings on audit work papers * Interact with the general public and NFA Members to provide guidance on NFA rules and regulations * Investigate customer complaints to determine if a NFA Member has violated any rules * Uncovered fifteen citations during NFA Member examinations * Completed thirteen different exams while working effectively with various personalities on the different audit teams * Series 3 Licensed Show less

Jonathan Shum Education

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Frequently Asked Questions about Jonathan Shum

What company does Jonathan Shum work for?

Jonathan Shum works for Alliant Credit Union

What is Jonathan Shum's role in his/her workplace?

Jonathan Shum's role in his/her workplace is Internal Auditor.

Which industry does Jonathan Shum work in currently?

Jonathan Shum works in the industry Financial Services.

What is Jonathan Shum's email address?

Jonathan Shum's email address is jo****@****res.org

What schools did Jonathan Shum attend?

Jonathan Shum attended University Of Illinois At Chicago .

What is Jonathan Shum's role in his/her workplace?

Jonathan Shum has skills like Accounting, Financial Analysis, Microsoft Office, Financial Accounting, Microsoft Excel, Financial Statements, Auditing, Ios, Analysis, Customer Service, and Tax Preparation.

Who are Jonathan Shum's colleagues?

Jonathan Shum's colleagues are Thaddeus Young, Michael Kane, Anand Shah, Stefanie Debrock, Jennifer Keefe, and Kristi Trent. and Somer Baloun.

Who are the industry peers of Jonathan Shum at other companies?

Jonathan Shum's peers at other companies are Randy Ranatza, Mahlatse Sethemane, Fadi Amin, Heba Rabiea, Sunil Kumar, and Michael Kavanagh. and Jyothi Subbaiah. Jonathan Shum's peers at other companies are Randy Ranatza, Mahlatse Sethemane, Fadi Amin, Heba Rabiea, Sunil Kumar, and Michael Kavanagh. and Jyothi Subbaiah.