Erik Guerra
McAllen,TX
Summary
Certified accounting professional with solid background in financial analysis, auditing, and regulatory compliance. Proven track record in optimizing financial processes and driving strategic initiatives that enhance organizational performance. Strong collaborator, adaptable to changing needs, and consistently delivers accurate results. Skilled in financial reporting, tax preparation, and risk management with focus on ethical standards and integrity.
Overview
6
6
years of professional experience
Work History
Transaction Specialist
Smoking Valley
Edinburg, TX
11.2025 - 01.2026
- Processed high-volume transactions accurately and efficiently.
- Assisted in reconciling daily financial records and reports.
- Utilized point-of-sale systems to manage customer transactions.
- Supported team in maintaining compliance with company policies.
- Increased team efficiency, assisting colleagues in resolving complex transaction issues.
- Matched purchase orders with invoices and recorded necessary information.
- Developed and implemented promotional campaigns featuring product photography to attract customer interest.
Certified Public Accountant
Mas Facil Income Tax
Pharr, TX
03.2020 - 02.2025
- scheduled the appointment to meet with clients
- reviewed statistical data
- form preparation and authorization of tax refunds
- billing and acquisitions forms
- Safeguarding documentation, and record management
Health Insurance Agent
Carrillo Health Services
Harlingen, TX
02.2021 - 01.2025
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Used TMHP to process benefit transactions.
- Compiled and maintained client records to monitor health insurance policies and premiums paid.
Certified Notary Public
Carrillo Health Services
Pharr, TX
01.2021 - 01.2025
- Partnered with healthcare professionals to optimize notarization workflows, ensuring timely processing of patient-related documents and consents.
- Assisted customers in understanding requirements and procedures for completing notarial documents.
- Documented and organized notarized records, reinforcing legal integrity and adherence to organizational protocols.
- Ensured high levels of customer satisfaction through immediate responsiveness to urgent client inquiries.
Education
Certified Medical Assistant - Medical
The College of Health Care Professions
TX03.2026
No Degree - Criminal Justice
The University of Texas Rio Grande Valley
Edinburg, TX02.2018
Associate - Criminal Justice
South Texas College
McAllen, TX06.2016
Skills
- Multitasking Abilities
- Organizational skills
- Effective communication
- Bill payment and recordkeeping
- Deadline management
- Attention to detail
- Relationship building
- Precision and accuracy
- Analytical thinking
- Risk assessment
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Transaction Specialist
Smoking Valley
11.2025 - 01.2026
Health Insurance Agent
Carrillo Health Services
02.2021 - 01.2025
Certified Notary Public
Carrillo Health Services
01.2021 - 01.2025
Certified Public Accountant
Mas Facil Income Tax
03.2020 - 02.2025
Certified Medical Assistant - Medical
The College of Health Care Professions
No Degree - Criminal Justice
The University of Texas Rio Grande Valley
Associate - Criminal Justice
South Texas College