Summary
Overview
Work History
Education
Skills
Websites
AWARDS
Certification
VOLUNTEERING
Timeline
Generic

MITCHELL L. HENDERSON, MBA

Alexander City

Summary

Strategic financial professional with over 7 years of expertise in personal wealth planning, corporate finance, and business operations. Skilled in achieving measurable outcomes through tailored financial strategies for individuals, families, and business owners. Demonstrated success in advisory and internal finance roles, merging client-centric service with analytical precision and business insight.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

Consolidated Planning
Atlanta
07.2023 - Current
  • Provide financial planning and wealth management services to clients to create better outcomes in the future.
  • Increased production 20% from my first year at NM.
  • Coordination with 3rd party trading platforms to execute account transfers.
  • Build and present strategies for clients to achieve their financial goals after in-depth conversations.
  • Created new business opportunities and relationships daily with families and business owners.
  • Provide group benefits, employee retention, and 401k plan management solutions for business owners.

Financial Representative

Northwestern Mutual
Atlanta
06.2022 - 07.2023
  • Create tailored financial plans for individuals, families, and business owners to achieve their financial goals.
  • Develop rapport with clients and foster long-term relationships focused on an exceptional client experience.

Finance Manager

Rogers Mechanical Contractors
Douglasville
07.2021 - 06.2022
  • Assist PMs in making critical financial decisions on multimillion-dollar projects.
  • Provide financial guidance to PMs on billing, forecasting, and job cost.
  • Monthly finance meeting with each PM to develop strategies to ensure profitability at completion.
  • Construct and present monthly cost-to-complete financial data to upper management.
  • Track original vs. current gross profit margins and make monthly budget adjustments on projects.
  • Report financial models and revenue forecast to the executive leadership team.

Accountant/CFO Assistant

Contour Engineering
Douglasville
08.2018 - 07.2021
  • Process bi-weekly payroll for 150 employees.
  • Facilitate accounting team to prepare invoices for managerial review for 200 clients based on contract terms.
  • Monitor company-wide financials and analyze financial reports to forecast revenue.
  • Assist accounts receivable with invoice follow-ups and recording cash deposits.
  • Reconcile monthly bank statements, assist with external audit, and prepare monthly journal entries.

Education

CFP Certification Program - Financial Planning

University of Georgia
Athens, GA
01.2022

Master's Degree - Business Administration

University of West Georgia
Carrollton, GA
12.2021

Bachelor's Degree - Finance

University of West Georgia
Carrolllton, GA
07.2018

Skills

  • Wealth Management
  • Financial Planning
  • Portfolio Implementation
  • Income Protection
  • Cash Flow Design
  • Retirement Income Planning
  • Client Relations
  • Detail-oriented
  • Personal Excellence
  • Leadership
  • GAAP / Financial Reporting
  • Living Balance Sheet
  • SmartOffice
  • NetX360 / Envestnet
  • QuickBooks
  • Microsoft Excel
  • VantagePoint
  • Sage 200

AWARDS

  • UWG Thriving Under 30 Award

The program honors alumni under 30 who have made a significant impact in their careers while showing dedication to UWG.

  • 2014 GHSA State Baseball Champion

Certification

  • SIE, Series 6 (actively working on Series 7/66)
  • Life, Accident & Sickness Agent (GA, AL, FL, SC, TN, TX, CO)
  • Long Term Care (GA & AL)

VOLUNTEERING

  • USA Scout Baseball

08/2023 - 08/2024

Head Baseball Coach 

Head coached the 14U travel team out of Denmark High School. Grew the 14U age group from 1 team to 3 teams after one season. This generated an additional 150k in revenue for the organization.

  • Carrollton Rockies Baseball

02/2015 - 01/2018

Owner/Head Baseball Coach

Owned and head coached travel baseball team in the West Georgia area. Scheduled practices, tournaments, team meetings, and uniform ordering. Controlled the financials for the program and raised funds through corporate sponsorships.

Timeline

Financial Advisor

Consolidated Planning
07.2023 - Current

Financial Representative

Northwestern Mutual
06.2022 - 07.2023

Finance Manager

Rogers Mechanical Contractors
07.2021 - 06.2022

Accountant/CFO Assistant

Contour Engineering
08.2018 - 07.2021

CFP Certification Program - Financial Planning

University of Georgia

Master's Degree - Business Administration

University of West Georgia

Bachelor's Degree - Finance

University of West Georgia

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MITCHELL L. HENDERSON, MBA