MITCHELL L. HENDERSON, MBA
Alexander City
Summary
Results-driven financial professional with 8 years of experience in personal wealth planning, corporate finance, and business operations. Developed tailored financial strategies that deliver measurable outcomes for individuals, families, and business owners. Excelled in advisory and internal finance roles, combining client-focused service with analytical expertise and business acumen.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Branch Manager
Guardian Credit Union
Alexander City, AL
01.2026 - Current
- Lead and manage branch operations, ensuring compliance with company policies, regulatory requirements, and exceptional member service while overseeing the branch's financial performance
- Drove business development and sales growth by expanding member relationships, building community partnerships, and implementing strategies that increased revenue and member acquisition
- Recruit, train, coach, and develop branch staff, managing performance, accountability, and professional growth to maximize team productivity and achieve organizational goals
- Oversaw lending, member service, and operational excellence, approving loans within authority, resolving complex member issues, managing cash operations, and ensuring effective communication of products and services
- Maintained branch security and facilities, coordinating security measures and building maintenance.
Financial Advisor
Consolidated Planning
Atlanta, GA
07.2023 - Current
- Delivered financial planning and wealth management services, improving client outcomes.
- Developed and presented tailored strategies for clients to achieve financial goals based on in-depth discussions.
- Created new business opportunities and relationships daily with families and business owners. Increased personal production by at least 20% each year.
- Provide group benefits, employee retention, and 401k plan management solutions for business owners.
- Coordinated with third-party trading platforms to streamline account transfer processes. with 3rd party trading platforms to execute account transfers.
Financial Representative
Northwestern Mutual
Atlanta, GA
06.2022 - 07.2023
- Created tailored financial plans for individuals, families, and business owners to meet specific financial goals.
- Developed rapport with clients and fostered long-term relationships to enhance overall client satisfaction.
- Developed personalized financial plans to address client needs and goals.
- Analyzed market trends to provide clients with informed investment advice.
- Collaborated with multidisciplinary teams to enhance client engagement strategies.
Finance Operations Manager
Rogers Mechanical Contractors
Douglasville, GA
07.2021 - 06.2022
- Managed the company’s primary job-cost report and forecasting workbooks supporting $150M+ of annual project revenue.
- Led monthly finance meetings and budget scrubs to ensure profitability, resolve budget issues, and manage completion profit margins.
- Executed monthly WIP/CtC-based budget adjustments to ensure accurate margins and address recurring variances.
- Guided PMs on financial decisions for multimillion-dollar projects, including billing, forecasting, WIP, and job-cost control.
- Prepared and presented monthly Cost-to-Complete reports, financial models, and revenue forecasts to senior leadership.
- Facilitated communication between PMs and executives on WIP status, GP performance, financial risks, and strategic recommendations.
- Streamlined operational processes, identified financial trends, and delivered financial training to PMs to enhance project outcomes.
Accountant/CFO Assistant
Contour Engineering
Douglasville, GA
08.2018 - 07.2021
- Monitored company-wide financials and analyzed financial reports to provide accurate revenue forecasts.
- Reconciled monthly bank statements, assisted with external audit, and prepared monthly journal entries to maintain financial accuracy.
- Facilitated accounting team in preparing invoices for managerial review for 200 clients, ensuring compliance with contract terms.
- Process bi-weekly payroll for 150 employees.
- Assist accounts receivable with invoice follow-ups and recording cash deposits.
Education
CFP Certification Program - Financial Planning
University of Georgia
Athens, GA01-2022
Master's Degree - Business Administration
University of West Georgia
Carrollton, GA12-2021
Bachelor's Degree - Finance
University of West Georgia
Carrollton, GA07-2018
Skills
- Wealth Management
- Financial Planning
- Retirement Income Planning
- Portfolio Implementation
- Cash Flow Design
- Income Protection
- GAAP / Financial Reporting
- QuickBooks / Microsoft Excel
- NetX360 / Envestnet / Wove
- Living Balance Sheet / SmartOffice
- VantagePoint / Ajera / Sage 200
- Client Relations / Detail-oriented
- Personal Excellence / Leadership
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)
Timeline
Branch Manager
Guardian Credit Union
01.2026 - Current
Financial Advisor
Consolidated Planning
07.2023 - Current
Financial Representative
Northwestern Mutual
06.2022 - 07.2023
Finance Operations Manager
Rogers Mechanical Contractors
07.2021 - 06.2022
Accountant/CFO Assistant
Contour Engineering
08.2018 - 07.2021
Bachelor's Degree - Finance
University of West Georgia
Master's Degree - Business Administration
University of West Georgia
CFP Certification Program - Financial Planning
University of Georgia
AWARDS
UWG Thriving Under 30 Award, NAIFA Alabama Top Advisor - 2024 and 2025