Jerry Zheng
Philadelphia
Summary
Driven and detail-oriented professional with hands-on experience as a Junior Accounting Intern and Medical Assistant. Proven ability to manage financial data, streamline administrative processes, and collaborate effectively across teams. Skilled in balancing precision and empathy, bringing a unique blend of analytical and interpersonal strengths. Passionate about leveraging my diverse background to contribute to organizational success, with a long-term goal of advancing in the field of accounting.
Overview
1
1
year of professional experience
Work History
Junior Accounting Intern
Sunshine Tax Associates
10.2024 - Current
- Advanced experience in filing for Federal taxes, PA/NJ State taxes, PA/NJ Local taxes.
- Advanced experience in AME Software (Accounting Made Easy).
- Advanced experience in disbursing payrolls to local business clients.
- Advanced familiarity with EFTPS, MyPath, NJ.GOV, Philadelphia for Accountants website, and software for filing a wide variety of taxes.
- Intermediate experience with filing BOI/BOIR (Beneficial Ownership Information Report).
Medical Assistant and Front Desk Receptionist
Banner Care
03.2024 - Current
- Advanced experience in using EMRs such as Athena Portal to schedule patient appointments, log medical history, upload medical files, and secure privacy within the practice
- Advanced experience in filing for USCIS-i693 forms and consulting with patients based on what specific labs and vaccines they need for completion.
- Advanced experience in vaccinating a wide variety of vaccines, including MMR, Polio, Tdap, Hepatitis B, and Influenza.
- Advanced experience in reading lab results/tests and consulting with patients for healthier living.
- Intermediate experience in sending electronic referrals to local practices in the heart of East Market such as Jefferson Health.
Education
BBA - Accounting
Temple University
Philadelphia, PA08-2028
BBA - Accounting
Pennsylvania State University
Abington, PA12-2024
High School Diploma -
Girard Academic Music Program
Philadelphia, PA06-2024
Skills
- Payroll coordination
- Records administration
- Electronic and paper filing
- Statement preparation
- Monthly close reporting
- Financial statement preparation
- Data entry
- Payroll processing
- Expense tracking
- Bookkeeping
- Proficient in AME
- Proficient in Athena Portal
- Check-in coordination
- Patient-focused care
- Intake control
Languages
English
Native or Bilingual
Mandarin
Professional Working
Fuzhounese
Native or Bilingual
Timeline
Junior Accounting Intern
Sunshine Tax Associates
10.2024 - Current
Medical Assistant and Front Desk Receptionist
Banner Care
03.2024 - Current
BBA - Accounting
Temple University
BBA - Accounting
Pennsylvania State University
High School Diploma -
Girard Academic Music Program
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