Jesse Nelson joined the firm in 2004 and is a partner in the public sector practice group.
Jesse Nelson serves as an independent municipal advisor to Michigan school districts, cities, counties, townships, villages, and authorities. He provides clients with options and recommendations that allow them to accomplish their capital improvement and financial goals.
Registered to offer municipal advisory services through Baker Tilly Municipal Advisors, LLC.
- Creation of financial plan including long-term multiple bond series planning, bus/technology funding alternatives, and bond millage rate calculations, Michigan school districts
- Develops efficient financial strategies for school districts participating in the School Loan Revolving Fund, Michigan school districts
- Completion of required financial plan for Michigan School Bond Qualification and Loan Program application, Michigan school districts
- Prepares Frequently Asked Questions (“FAQs”), presentations, and bond millage calculators to help community members easily understand the financial plan, Michigan school districts
- Provides bond sale alternatives, bond pricing strategies, and current market data in order to identify the best bond sale method for each school district, Michigan school districts
- Preparation of bond offering and closing documents, including official statement, Michigan Department of Treasury filings, and bond closing letters, Michigan school districts
- Assistance with energy conservation bond issues, bond structure and method of sale alternatives, Michigan school districts
- Provides estimates regarding fiscal year general fund cash flow receipts and disbursements in order to identify potential low week ending cash balances and assist with state aid note borrowing, Michigan school districts
- Annual existing bond support including millage rate calculations for the L-4029 form, continuing disclosure, and School Loan Revolving Fund borrowing/repayment forms, Michigan school districts
- Guest speaker at regional superintendent and school business official meetings completing presentations on various capital funding topics, Michigan school districts
- Has testified as expert witness in the area of K-12 school bond finance before the Michigan legislature, Michigan school districts
- Design of long-term capital improvement financing plans including government buildings, libraries, roads, and utility improvements for Michigan local governments
- Preparation and sale of various forms of bond financings including general obligation, water/sewer revenue, special assessment districts, etc. for Michigan local governments
- Completion of water/sewer rate studies and rate structure recommendations for Michigan local governments
- Annual existing bond support including millage rate calculations for the L-4029 form, and continuing disclosure reporting for Michigan local governments
- Licensed CPA in Michigan
- American Association of Certified Public Accountants
- Michigan Government Finance Officers Association
- Bond Club of Detroit
- Michigan Association of School Business Officials
Location
East Lansing, MI
Education
Butler University – Indianapolis, Indiana
Bachelor of Science in accounting
