Sowkhya Joshi

Supporting financial planning and performance management for Walmart’s last mile delivery network, focusing on cost-to-serve, forecasting, and operational decision support across a highly dynamic and complex environment.

1. Enhanced Cost attribution and reporting on a Cost per Delivery basis, using driver-based financial modeling to isolate and inform on true operational performance vs. rate pres

Built and scaled an AI-enabled forecast agent to automate CPD forecasting and reconciliation, improving speed and accuracy. Redesigned month-end close reporting and established unit economics and cost-to-serve visibility.

Supporting financial planning, labor optimization and performance management across Sam’s Club’s fulfillment network, with a focus on cost drivers, workforce productivity and operational decision support.

1. Built and scaled a driver-based productivity model across 11 sites to break down a ~$10M variance, isolating overtime impact, informing AOP actions, improving cost attribution & operational e

Built and automated revenue and managed care analytics, owned KPI reporting and forecasting, and supported ERP migration as FP&A SME. Led ad hoc analysis for strategic decisions.

Supporting financial planning, performance management and commercial analytics, with a focus on revenue drivers, KPI reporting and decision support across a multi-line retail healthcare business.

1. Automated Net GMV analysis across self-pay and Managed Care reimbursements, improving visibility into write-offs, reserves and close performance through cross-functional data integration.

2. Owned ma

Owned forecasts across brands and regions, led variance reviews, and developed executive presentations and earnings call support. Built a quarterly benchmarking framework for competitive positioning.

Supporting financial planning, performance analysis and investor reporting, with a focus on forecasting, cost discipline and market positioning across a multi-brand automotive retail portfolio.

1. Owned forecasting across brands and regions and led variance reviews with leadership, translating performance gaps into actions to improve expense control and planning accuracy.

2. Developed executive

Consultant at Element Technologies Inc.

Reporting Analyst at Union Bank of India.

Master's degree in Finance with a focus on Capital Markets and Financial Services from Georgia State University.

Completed Level 2 of the US CPA equivalent program at the Institute of Chartered Accountants of India.

Bachelor's degree in Finance from Karnataka State Women's University.