Daniella Lifshine

Determined customer equipment needs through questioning and qualifying, providing alternative suggestions based on comprehensive knowledge. Managed all aspects of rental contracts, including accurate dates, rates, and ancillary charges, while addressing customer questions and concerns professionally. Supported sales and marketing efforts by performing prospecting calls and acting as a liaison for

Verified the validity and accuracy of lease and loan agreements, ensuring all documentation met audit checklist requirements. Processed invoices and obtained revenue using QuickBooks, while also maintaining accounting ledgers and resolving account discrepancies. Assisted account managers with funding information and prepared financial reports by analyzing account information and trends.

Visualized and facilitated logistics for warehouse operations, transportation, and customer service. Coordinated and monitored company operations, managing schedules efficiently to maximize workflow. Kept detailed spreadsheets of workflow and tracked incoming/outgoing inquiries, customer service replies, and updates.

Administered commercial loans, leases, and finance contracts, including setting up contracts and processing payments in the CRM system. Managed the company's payroll process, ensuring accurate recording of hours and timely, correct employee payments. Processed invoices, obtained revenue, and collected delinquent accounts using QuickBooks, while also preparing month-end financial reports.

Completed a diploma program focusing on community and justice services. Gained knowledge in counselling theories, legal procedures, and administrative decision-making relevant to the justice sector.

Obtained an Ontario Secondary School Diploma, completing foundational studies across various subjects. Developed essential academic skills and prepared for post-secondary education.