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Client Story

March 5, 2026
2 min read

Protiviti Supports BTG Pactual’s Expansion into the U.S. Market

Protiviti is proud to have partnered with BTG Pactual, the largest investment bank in Latin America, as the firm pursued a key milestone in expanding their presence in the United States through the acquisition of a New York federal savings bank, its conversion to a national bank, and the establishment of a U.S. bank holding company. Our team worked closely with BTG...
Protiviti is proud to have partnered with BTG Pactual, the largest investment bank in Latin America, as the firm pursued a key milestone in expanding their presence in the United States through the acquisition of a New York federal savings bank, its conversion to a national bank, and the establishment of a U.S. bank holding company. Our team worked closely with BTG Pactual’s leadership to support development of…
Over the course of a multi-year digital transformation, this global healthcare leader embarked on an ambitious migration of its complex global businesses to SAP S/4HANA and a suite of supporting enterprise finance, data, and integration capabilities. This strategic initiative aimed to unify disparate systems, streamline business processes, and strengthen compliance across the organization’s global footprint.…
Universal Parks & Resorts (UPR) welcomes guests around the world to experience epic stories and exhilarating adventures in astonishing and immersive new ways. UPR had undergone significant change and restructuring in the five years prior to Protiviti’s involvement and as a result, supply chain team members were unclear about their roles and responsibilities. In addition, UPR was looking to modernize its supply…
Explore how this U.S. healthcare innovator drives sustainability in healthcare through comprehensive GHG management and strategic ESG initiatives.
A leading global enterprise in the media sector partnered with Protiviti to navigate the complexities of evolving EU taxonomy regulations. Facing significant challenges in regulatory compliance and sustainability reporting, the company needed a strategic collaborator to ensure alignment with new requirements and to reinforce its commitment to responsible business practices.
A leading aerospace and defense organization faced a critical challenge during its SAP S/4HANA implementation: excessive user access and unresolved segregation of duties (SoD) conflicts. These issues emerged due to compressed project timelines and competing priorities during the system’s go-live. Despite initial plans to deploy a robust user access management process and remediate security roles before launching,…
Our client, a leading oilfield services provider, faced mounting concerns over automation and the ability to implement financial controls to manage sensitive SAP access and segregation of duties (SOD). Recognizing the urgency to strengthen its access management capabilities and prevent recurring compliance deficiencies, the company chose SAP’s Cloud Identity Access Governance (IAG) solution to modernize and automate…
Discover how a university enhanced Budget Process Optimization, reducing timelines and improving accuracy for strategic decision-making and fiscal accountability.
Leading bank achieves impactful internal audit transformation with Protiviti and AuditBoard, realizing efficiency, cost savings, and enhanced compliance within six months.
Microsoft’s tax department, which serves the many legal entities across this large global organization, was at a pivotal moment. While it was effectively meeting the needs of those internal entities, the group recognized their processes were largely manual and particularly inefficient. The team wanted to transform itself to drive efficiencies, both within the department and across the larger organization. Protiviti…
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