Kelvin Lai

Kelvin Lai


Auditor specializes in the fashion and garment district, with heavy understanding of the industry from a financial and accounting standpoint.

Work History

Work History
Oct 2009 - Present

Consultant - Business Coordinator

Professor - Advertising & Art Direction
Serve as a liaison between the creative team and clients to ensure that the client’s wishes are being met while the designers’ visions are being presented properly Oversee expenses, budget, freelance designers and other aspects of each project; handle necessary negotiations and adjustments to plans in order to maintain the project’s progress Revamp the company’s invoicing and accounting system, installed a detailed workflow status system in order to efficiently update clients with the project’s progress and ensure that the creative team is meeting the required deadlines
Nov 2007 - Jul 2009


Planned, coordinated and administered year end financial statement audits for public and private companies, specializing in auditing apparel and textile industry Performed due diligence audits for selected private equity clients that focus in mergers & acquisitions; carried out extensive testing and reporting on profit margin, assets liquidity, EBITDA and other financial indicators to help assess the financial health of the assets being inspected Audited employee benefit plans and prepared related tax return Inspected clients’ inventory valuation and pricing strategy by deriving various costs of manufacturing, duty, freight, and other pricing components
May 2006 - Sep 2006

Marketing Intern

Clark Consulting - Pearl Meyer & Partners
Designed and distributed marketing materials that target Fortune 500 companies in order to increase participation in the company's annual compensation survey Drafted and prepared quarterly web-cast conferences for major customers and board of directors
Oct 2003 - May 2004

Private Client Group Intern

Morgan Stanley
Monitored and reviewed major financial transactions to ensure compliance with SEC regulations and company's compliance guidelines Prepared performance reports for individual clients' investment portfolio, analyzed portfolio performance by utilizing knowledge of a variety of financial ratios



Bachelor of Science

Boston University - School of Management