Patrick Tam, CMA, CPA in

Patrick Tam, CMA, CPA

Captain · DISC type DS
CEO and Managing Director at Bright Balance
📍 Dallas, Texas, United States

Patrick Tam is the CEO & Managing Director of Bright Balance, a fractional accounting and finance firm. A Certified Public Accountant and Chartered Global Management Accountant, he leverages his background as a CFO and in global FP&A to help companies navigate growth, complexity, and change. He attended Oklahoma State University.

Patrick is a proponent of continuous self-improvement and authentic leadership. He frequently shares insights on developing a strong mindset, promoting team engagement, and using idle time for lifelong learning. People who have worked with him describe him as capable, conscientious, and a natural connector who builds trust easily.

He personally writes all of his own social media content, prioritizing authentic communication over posting consistency.

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Experience
20 Years
Current Role
CEO and Managing Director
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How Patrick shows up

Dynamic But Sincere
Consummate Professional
Output-Driven

They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Patrick cares about

Scaling Businesses
He focuses on helping companies manage the financial and operational challenges of growing from early stages to $10M+ in revenue.
Fractional Finance
His firm, Bright Balance, is built on the model of providing fractional, expert finance capabilities for companies preparing for audits, transactions, or rapid scaling.
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Career

Work history

5-2018
CEO and Managing Director
Bright Balance
3-2023
Chief Financial Officer
BILT Incorporated
5-2025
Member
The F Suite
8-2017 - 3-2021
Director of FP&A & US Controller
K2View
8-2014 - 8-2017
Global Financial Planning Manager
ECOM Trading
In the press

Media appearances

Meet Patrick Tam - Bright Balance. Featured in Bright Balance
See now
Patrick Tam | CEO - Bright Balance | Forbes Business Council. Featured in Forbes Business Council
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Education
2002 - 2004
Bachelor of Business Administration
Oklahoma State University
2004 - 2009
Master of Science
Northeastern State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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