Learn proficient premium finance specialist skills in workflow automation with the airSlate Academy certification

Besides ongoing training in accounting and budgeting, it’s paramount for premium finance specialist to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the proficient premium finance specialist skills to keep sharp. airSlate Academy offers this certification specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

The role of premium finance specialist is to manage cash flow situations and tasks associated with the financial health of a company. They manage financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping organizations understand their economic situation so they can make informed and impactful decisions.

Workflow automation can drastically benefit premium finance specialist and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and adequate financial data. Furthermore, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for premium finance specialist, are offered totally free. We aim to equip experts with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

This certification goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, pre-populate them with CRM record data, create automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.

Normally, our certification for premium finance specialist takes about 3 hours. However, you may need more time to master the required automation expertise if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating routine financial processes.