Patrick Tam Email & Phone Number

CEO and Managing Director @ Bright Balance Accounting

View Patrick's Email & Phone Number

5 free lookup(s).

If you need more lookups, subscriptions start at $34 USD/month.

Patrick Tam Location

Dallas, TX, US

Patrick Tam Work

2020 -now CEO and Managing Director @
2023 -now Chief Financial Officer @
2025 -now Member @
2017 -2021 Director of FP and A and US Controller @
2014 -2017 Global Financial Planning Manager @
2013 -2014 Director, Financial Planning and Analytics @ Imperial Management Corporation
2009 -2013 Manager, Financial Planning and Analytics @
2007 -2009 Revenue Accounting Manager @
2005 -2007 Cost Analyst @
2005 -2005 Marketing Analyst, Lead Generation (Intern) @

Patrick Tam Education

Northeastern State University
Master of Science (Accounting and Financial Analysis)
2004-2009
Oklahoma State University
Bachelor of Business Administration (Accounting)
2002-2004

Patrick Tam Skills

Management Accounting & Reporting
Strategic Planning & Execution
Revenue Management & Growth
Acquisition Integration
Business Development
Commercial Real Estate
Enterprise Risk Management
Entrepreneur
Financial Modeling
Financial Reporting
Investment Banking
Marketing Strategy
Private Equity
Revenue Recognition
Start-ups
Venture Capital
Software as a Service (SaaS)
Cross-functional Team Leadership
Balance Sheet Restructuring
Banking Relationships
Board Advisor & Member
Budgeting & Planning
Business Analytics & Data Mining
Business Consulting
Cash Flow Analysis & Management
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Chief Financial Officer (CFO)
Corporate Financial Reporting
Culture Development & Transformation
ERP Implementations
Financial Analysis & Forecasting
Financial & Operational Reporting (KPIs)
Financial Planning & Analysis (FP&A)
Financial Systems Implementation
Fractional CFO
Fractional Finance & Accounting
Growth Equity
Insurance & Reinsurance Accounting
Managing General Agency
P&C Insurance
Process Improvement & Optimization
Revenue Forecasting
Sales Process Development
Shareholder Value
Blockchain, Tokenization, BAAS, Blockchain Infrastructure Software
Planning
Conciseness
Sungard
System
Personal Development
Cash
Bangalore
Research
Casualty Insurance
Writing
Nasdaq
Performancepoint
Retail
Commodities
Dashboards
Syndicate
Scripting
Invoicing
Variance Analysis
Profit
SSRS
Real Estate
Oklahoma
CPA
Cocoa
Public Speaking
R
Automatic
Executive Management
Contingent
TAM
Strategic Planning
FICO
Enterprise Software
Logistics
Manages
Dallas
ProClarity
Controller
Reporting
Sarbanes Oxley Act
Finance
Oracle
Infrastructure
Dashboard
Books
Subsidiaries
Fire Management
Strategic Financial Planning
Annual Planning
Actuarial Science
Access
Auto
Steering
Purchased
ERP
Responsibility
PeopleSoft
Portfolio
Financial Goals
Mergers and Acquisitions
MDX
Rehabilitation
SAP BI
Renewal
Budgeting
Sales
Data Warehousing
Integration
iWork
Business Insights
Financial Services
Leadership
Integrated Reporting
Human Resources
Commodity Markets
Cost
Insurance
Microsoft Excel
EAS
Nyse
Canada
Activity Based Costing
Risk
Hyperion
Operational Integration
Strategy
Towers
Covenant Compliance
Cotton
Cost Accounting
Modeler
Calc
Programming Languages
Marketing
Global Management
Due Diligence
Management Accounting
KPI
Internal Controls
Frameworks
Process Improvement
Management
SAP
TM1
Business Process
Forecasting
Financial Projects
Texas
Accounting
Visual Basic
Analytics
Balanced Scorecard
Agribusiness
VBA
Admin
Performance Point
Analysis Services
Budgets
Ecom
Intercompany
Face to Face
Pyramid
Abc
Agents
Change Management
Cognos
CIMA
Liquidity Management
Start Ups
GAAP
Insurance Planning
Interactive Advertising
Essbase
Units
Strategic Support
Design
Manufacturing
Business Intelligence
Financial Analysis
CMA
Analysis
SharePoint
Delaware
Business Administration
India
Modeling
Automation
Market
Foreign Currency
SAP Implementation
Performance Management
Financial Accounting
Savings
Reinsurance
Cost Analyst
Coffee
SAP FI
BEx Analyzer
Revenue
Science
Managerial Finance
Business Analysis
SAP ERP
Trade Unions
Internal Audit
Banking
Excel
Lockbox
Project Management

Patrick Tam Summary

Patrick Tam, based in Dallas, TX, US, is currently a CEO and Managing Director at Bright Balance. Patrick Tam brings experience from previous roles at BILT Incorporated, The F Suite, K2View and ECOM Trading. Patrick Tam holds a 2004 - 2009 Master of Science in Accounting and Financial Analysis @ Northeastern State University. With a robust skill set that includes Management Accounting & Reporting, Strategic Planning & Execution, Revenue Management & Growth, Acquisition Integration, Business Development and more. Patrick Tam has 2 emails and 2 mobile phone numbers on RocketReach.