Jessica Bundy, CPA
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.
B.B.A. with a concentration in Accounting and Finance from the University of New Mexico
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), which in 2015 named her a “Woman to Watch.” In 2013 Jessica attended the NMSCPA’s Leadership Academy.
Jessica is a member of the Board of Directors and serves as vice-president of CLNKids, an organization whose mission is to end child homelessness in Albuquerque through early childhood education, parent support and community involvement. She is a member of the Future Fund of the Albuquerque Community Foundation, and serves as treasurer on the Board of the Chi Omega House Corporation Board.
SERVICES AND INDUSTRIES
- Audit and Consulting
- Employee Benefit Plan Audits
- Internal Audit & Risk Assessment
AWARDS & RECOGNITION
- Honored as a “Woman to Watch” by the NMSCPA in 2015