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Unlocked Advisory
ABOUT
SERVICES
APPROACH
FAQ
CONTACT US
Unlocked Advisory
ABOUT
SERVICES
APPROACH
FAQ
CONTACT US

Starved for Insights?Buried in Process?

Your finance team is working hard but too often, effort isn’t translating into impact.


Without clear financial information, integrated systems, and a connected view of organizational performance, leaders end up making decisions without seeing the whole picture. 

The result?

  • Teams are reactive instead of strategic.

  • Reporting feels manual, fragmented and outdated.

  • Opportunities get missed, and accountability fades.

Book an Introduction →

“We’re growing fast, but our finance team can’t keep up.”

Sound familiar?

Whether you can’t get a straight answer about your numbers, your board is asking questions your team can’t answer, or your processes can’t keep up with growth. You’re not alone.

You don’t have to navigate this alone.

We bring experienced finance leaders who know how to find the core issues in the noise and build finance operations that act as true strategic partners to you and your business.

Book a Consultation →

Decades of Executive Insight. Proven Results.

Most consultants advise from the sidelines. We’ve been in the seat, leading transformations, managing change, and delivering results where it counts.

With over 20 years of finance and executive experience, we know how to make tough calls, navigate complexity, and transform systems  and processes that actually work in practice.

See What Makes Us Different →

Kari Lockhart

After two decades in executive roles—advising high-growth companies, leading large-scale finance transformations, and coaching leaders through moments of uncertainty—Kari launched Unlocked Advisory to do the work she cares most about: helping people and organizations find clarity, build momentum, and move forward.

Her approach is practical and personal. She has sat in the C-suite. She’s felt the disconnect between what consultants say vs. reality and she knows how hard it is to execute and lead when things are messy. That’s why Kari brings both strategic insight and a deep understanding of the human side of performance—because the best results happen when both are aligned.

Founder & CEO

We know the realities of running finance teams because we’ve led them ourselves. From private companies to complex multi-entity organizations.

WE’VE BEEN IN THE SEAT

We get to the heart of what’s really going on by simplifying complexity so decisions are clear, fast, and grounded in facts.

WE CUT THROUGH THE NOISE

We embed quickly, diagnose practically, and deliver swift results that last beyond the engagement.

WE BRING CLARITY FAST

We help organizations unlock the full potential of their finance function. From rebuilding broken processes and systems to shaping future-ready teams and leaders. Whether you need an embedded CFO, targeted transformation, or advisory support through growth, we meet you where you are and get traction fast.

What We Do

CFO Advisory Financial Leadership

When the stakes are high, you need senior expertise at the table—not later, now. We step in as experienced CFOs and advisors to bring perspective, clarity, and execution support exactly where you need it.

    • Provide interim or fractional CFO leadership.

    • Strengthen board and investor reporting.

    • Design capital and cash flow strategies that support growth.

    • Coach internal leaders for future CFO readiness.

  • Decisions made with confidence, backed by insight and accountability without the cost or delay of a full-time executive search.

Finance Function Transformation

When finance is constantly reacting, growth slows. We bring order, structure, and insight  quickly to transform finance from a reporting center into a true strategic driver.

    • Streamline processes and remove bottlenecks.

    • Strengthen forecasting, planning, and reporting.

    • Integrate technology and automation where it adds real value.

    • Build a high-performing finance function designed for scale.

  • Finance that operates with confidence, alignment, and control. Giving leaders real-time visibility and the capacity to grow.

Strategy & Leadership Development

Transformation doesn’t last without aligned leadership. We help teams bridge strategy and execution. We ensure your leaders, metrics, and rhythm all move in the same direction.

    • Align leadership on vision, priorities, and performance metrics.

    • Facilitate executive offsites and transformation roadmaps.

    • Build decision frameworks and accountability models.

    • Develop finance leaders through targeted coaching.

  • Teams that lead with focus and purpose. Driving sustainable performance and culture from the top down.

We don’t just identify what’s wrong like other advisors. We roll up our sleeves, embed with your team, and leave you stronger than we found you.

Unlock what’s next →

Our Approach

Every engagement starts with clarity and ends with capability. Here’s how we unlock your potential.

1

Assess & Align

We start by uncovering what’s actually happening, not what’s assumed. Often, the real problem is hiding in plain sight. We bring fresh eyes, ask the hard questions, and align leadership around the facts.

2

Transform Teams, Processes & Systems

Most companies chase new systems when the real friction lies in people and process. We help fix the foundation first. Building alignment, accountability, and efficiency then layer in tools and data that scale.

3

Sustain Growth & Performance

Transformation only matters if it lasts. We embed rhythm, insight, and discipline so your team can sustain performance long after we’re gone.

FAQ →

The Things That Make Us Unique

We See What Others Miss

We hit the ground running and assess quickly. Where others get buried in spreadsheets or process detail, we see patterns, priorities, and the path forward—and we’re not afraid to call things as they are.

Proven Executive Leadership Experience

We’ve led from the inside as senior executives, CFOs, controllers and transformation leaders. This unique perspective shapes everything we do: practical, grounded, and designed for results with sustained impact.

From Strategy to Actionable Execution

We don't hand you a high-level roadmap and say good luck. We give you tactical, practical steps and work alongside your team until they have the tools, confidence, and clarity to own it themselves.

Commitment to Sustainable Growth

Quick fixes ultimately waste time, energy and money. We embed clarity and resilience into your systems, teams, and habits so growth compounds long after our work is done.

Unlock what’s next →

Real Success Stories

Hear from the leaders and organizations who’ve experienced the impact of working with Unlocked Advisory.

Testimonials
Senior Executive, Vancity

“Kari joined at one of the most challenging points in our organization’s recent history. It was a time of significant transition, financial pressure, and change. From day one, she stepped in with calm authority and a rare ability to both stabilize and inspire. She quickly earned trust from her team and all of those around her. She immersed herself in the business, and took full ownership of the CFO role with both confidence and care.


Kari led the reinvention of our key management processes and helped us build a strong, credible financial and strategic plan for the year ahead. Her ability to dig in quickly, see the whole picture, lead with empathy, and deliver tangible results made a lasting impact.”

Partner, Deloitte Canada

“Working alongside Kari for many years, I watched her redefine what modern leadership looks like. She brings an extraordinary blend of courage, clarity, and heart — challenging the status quo while lifting everyone around her.


Kari has a rare ability to see both the strategic and human dimensions of every challenge. She asks the hard questions with empathy and purpose, moving quickly from insight to action. Whether guiding a transformation, leading as CFO, or supporting a team, she brings conviction, transparency, and calm authority.


People trust Kari because she delivers. Not just results, but renewed confidence, alignment, and belief in what’s possible. She’s one of those leaders who makes work feel meaningful and teams stronger simply by being part of them.”

We’re Here To Answer
Your Questions

  • Yes. While industries differ, the financial and leadership challenges organizations face are remarkably similar. We've led transformations across sectors and bring that cross-industry insight to every engagement.

  • We're based in Vancouver, Canada, and work with clients across North America. Most of our work is done remotely with strategic on-site visits as needed.

  • Even better. You already know what doesn't work. We assess why it failed, address the root cause, and build a practical path forward. Most transformations fail because of poor execution or misaligned focus - both fixable.

  • We can get started immediately with an initial assessment within two weeks. From there, we move quickly to create a plan and deliver actionable next steps.

  • Investment depends on scope and complexity. We start with a conversation to understand your needs and provide transparent pricing based on the value we'll deliver.

Let’s Unlock Your Organization’s Potential

Turn disruption into opportunity with strategies that strengthen both your systems and your people.

TRUSTED BY LEADING ORGANIZATIONS

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kari@unlockedadvisory.com

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