Tj Simonik
Portfolio Manager and Controller Advisor at Quest
Based in Charlotte, United States
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Seniority
Other
Department
Other
Location
Charlotte
Industry
Financial Services
Company size
23
Contact information
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t•••••••@questnow.net
Phone
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Background
About Tj Simonik
I’m a self-motivated, enthusiastic, accounting and finance professional with 17+ years of experience in transactional accounting, management and financial reporting, regulatory compliance, and enterprise risk management and compliance activities. Currently, I focus on middle market private companies ($5M-$50M in revenue), providing financial analysis, valuations, and M&A advisory in the business development and active client phases. I develop project plans, actionable deliverables, and strategic buyer lists while also supporting CFO and Controller Advisor teams with client-ready tools and templates. I help drive alignment, ensure smooth operations, and cultivate strong relationships that lead to successful outcomes and long-term value. Strength Finders Top 5: Learner. Analytical. Harmony. Discipline. Responsibility.
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