Blucora, a provider of tax-smart financial solutions, has appointed Mimi Carsley as interim Chief Financial Officer. A member of the Blucora team since 2018, Carsley has held a number of leadership roles inside the company including as Vice President, Financial Planning & Analysis and as CFO of its Avantax Wealth Management business unit. Her Blucora experience also includes having served as Vice President of Corporate Development and Integration Management Office where she helped with the successful acquisition and integration of 1st Global.
“I’m very pleased to have someone who has been so ingrained in our business and industry step into the important role of interim CFO,” says Chris Walters, chief executive officer of Blucora. “Her ability to manage complex financial situations – as with the integration of 1st Global – along with her extensive strategic experience makes her the right person to lead our finance function during this interim period as we conduct a thorough search process to identify a permanent CFO.”
Carsley’s distinguished career has included senior roles at leading companies, including serving as Chief Financial Officer for the Specialised Devices and Applications business group at Microsoft Corporation. While at Microsoft, she also held the roles of Director of Corporate Development and Strategy, Director of Strategic Corporate Finance, and Director of Portfolio Management responsible for overseeing the investment management of the company’s multi-billion-dollar portfolio.
Prior to joining Blucora, Carsley held various leadership roles at LPL Financial Holdings, including as Executive Vice President of Corporate Development and Treasurer as well as Senior Vice President and Chief of Staff. Before that, she was Chief Financial Officer and Chief Operating Officer at Bluewater Global Ltd, a boutique investment firm. Earlier in her career, Carsley was Assistant Vice President of Financial Security Assurance Inc. and as Assistant Portfolio Manager with JPMorgan Chase.
Ms Carsley received a Bachelor of Arts in Economics from Skidmore College and holds a Series 27 certification.