18
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Jessica L. Bundy
CPA | Principal, Audit & Assurance
18
Years
With REDW
Specializing In:
- Internal Audit
- Employee Benefit Plans
- Risk Assessment
Education:
Bachelor of Business Administration with a concentration in Accounting and Finance from the University of New Mexico
Meet Jessica
Jessica specializes in audits of employee benefit plans and internal audit. Her employee benefit plan engagements have included both defined contribution plans – including 403(b), 401(k), profit sharing, and health & welfare plans, employee stock option plans – and defined benefit plans, with plans ranging in size from $300,000 to $235 million in total plan assets, and the number of participants ranging from 100 to 3,500 employees. She also serves as a leader of the internal audit practice for State and Local Governments and works with a variety of clients to improve processes and controls in various operational and financial areas.
Professional Qualifications and Memberships
Jessica is a Certified Public Accountant (CPA) licensed to practice in the state of New Mexico. She is a member of the local chapter of the Institute of Internal Auditors, as well as the American Institute of Certified Public Accountants (AICPA), the Association of Governmental Accountants (AGA), and New Mexico Society of CPAs (NMSCPA). In 2013 Jessica attended the NMSCPA’s Leadership Academy.
Awards and Recognition
In 2015 the NMSCPA named Jessica a "Woman to Watch," and sure enough, in 2019 she was recognized as one of Albuquerque's top "40 Under Forty" professionals.
