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Sophie Holtzmann

Sophie Holtzmann

Research Assistant

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  • Timeline

  • About me

    Associate Director of Change Management at Golub Capital

  • Education

    • University of Chicago

      2011 - 2015
      Bachelor’s Degree PSYCHOLOGY Dean's List all 4 years

      Activities and Societies: Questbridge Match Scholar (full-ride scholarship program), served as President, Vice President and Historian for Hitchcock House dormitory, English as a second language tutor, mentored high school students and edited college and scholarship essays through the Hamilton Scholars Association, Horatio Alger Association Scholar. Studied psychology in the area of financial decision making and risk aversion in learned bilinguals. Recipient of Earl Franklin Grant for an independent research project. Senior thesis was awarded honors, as well as general honors for academic excellence. Minor in Spanish Literature.

  • Experience

    • Keysar Lab

      Oct 2012 - May 2015
      Research Assistant

    • Nusbaum Lab

      May 2013 - May 2015
      Research Assistant

    • Infosys Consulting, Inc.

      Jul 2015 - Mar 2018
      Business Analyst

      <Global Consumer Packaged Goods Corporation> Defined and executed change strategy for project lifecycle management program. Change strategy incorporated communication, training, process and engagement metrics.<Top, Global Direct Sales Manufacturing Corporation> Developed a training curriculum to increase retention and improve regulation compliance. This project entailed curriculum creation, project management of material development, and assessment of success metrics.<Top 5 Global Ingredient Solutions Provider> JDA implementation at a global ingredient solutions corporation, including communication approach, a change management plan and recommendations for training and future talent acquisition. Project entailed generating the approaches/plans, tracking results, coordinating with client stakeholders to ensure alignment, and capturing inputs into the ongoing efforts.<Global Computer Software and Services Company> Created an actionable plan and strategy for an Oracle Fusion implementation at a global computer software and solutions company, communication plans, change strategies and multiple tools for tracking/measuring and engaging stakeholder groups and issues across the organization (training, performance, tickets raised, etc).< Fortune 500 U.S. Mutual Insurance Company> Strategized a cloud implementation at a U.S. mutual insurance company as it relates to industry standards, future resource needs, and estimated cost over time (and return on investment). Project entailed creating an actionable plan to prepare the business for the transformation from in-house to cloud based data management, and coordinating with client-side SMEs to assess the needs and current-state capabilities.<Oil and Gas IT Consultancy> Managed an acquisition of a consulting firm into a larger parent IT organization. The acquisition included a complete role mapping exercise, communication approach, retention analysis and on-going maintenance plan. Show less

    • Golub Capital

      Mar 2018 - now

      • Associate Director

        Jul 2023 - now

      • Vice President

        Jul 2021 - Aug 2023

      • Assistant Vice President

        Feb 2019 - Jul 2021

      • Senior Analyst

        Mar 2018 - May 2019

  • Licenses & Certifications

    • Six Sigma Lean Green Belt Certified (LGBC)

      Management and Strategy Institute
      Nov 2016
      View certificate certificate

    • Tableau Partner Sales Accreditation

      Tableau Software
      Apr 2016
      View certificate certificate

    • Tableau Techincal Sales Excellence

      Tableau Software
      Sept 2016
      View certificate certificate

    • Certified Change Practitioner

      Prosci
      Mar 2019

    • Dashboard Design Best Practices Deep Dive

      Tableau Software
      Sept 2016
      View certificate certificate

  • Honors & Awards

    • Awarded to Sophie Holtzmann
      Dean's List University of Chicago Jun 2015 Recognition of academic excellence for all 4 years at the University of Chicago.
    • Awarded to Sophie Holtzmann
      Honors in Psychology The University of Chicago Jun 2015 In recognition of maintaining a major GPA of 3.5 or above, and submission of an independent psychology research project.
    • Awarded to Sophie Holtzmann
      Earl Franklin Grant Recipient The University of Chicago May 2014 Grant awarded to conduct independent psychology research experiment at the University of Chicago under Keysar Lab.
    • Awarded to Sophie Holtzmann
      Questbridge Scholar Questbridge and The University of Chicago May 2011 Full-ride scholarship to the University of Chicago awarded to low-income high-achieving students.
    • Awarded to Sophie Holtzmann
      Alexander Hamilton Scholar Alexander Hamilton Scholars Jan 2010