Chad Overton

About Chad Overton

As a global finance leader with deep expertise in GTM strategy, FP & A, and cloud-based revenue models, I bring significant experience driving scalable growth across high-performing sales and marketing organizations. I currently lead WW Sales FP & A for the Chief Commercial Office, partnering directly with CRO and CMO teams to optimize investment decisions, accelerate pipeline conversion, and align financial strategy with business outcomes.My passion lies in transforming finance into a strategic enabler and business partner—connecting data, insights, and execution to unlock revenue potential. I’ve led initiatives that optimized GTM teams for productivity, improved forecasting accuracy, and delivered multimillion-dollar efficiencies across global cloud and SaaS portfolios.

Experience

1. Vice President - Global Gtm Finance

   Zendesk

   Oct 2025 — Present · Raleigh-Durham-Chapel Hill, NC, US

   Lead GTM Finance across Sales, Marketing, CX, partnering with sales operations to drive forecast accuracy, revenue architecture, and operational rigor-Partnered with CRO, CMO, and Product leadership to translate strategy into execution through scalable models, bookings policy governance, and disciplined investment frameworks-Build and elevate a high‑performing GTM FP & A organization, including business partnership, strategic pricing, and operational analytics-Influenced financial systems, processes, and thresholds that improve decision velocity and reduce friction across the revenue engine.Short Term Wins-Established a unified Bookings Policy to increase forecast integrity and aligned Sales, Finance, and RevOps on consistent definitions and governance-Created and formalized the GTM FP & A function, enabling deeper partnership with Sales, Marketing, and CX leaders and to drive standardization, efficiencies and scalability-Led implementation of GTM cost metrics, building a recurring review process that improved visibility into ROI, efficiency, and investment prioritization-Built a comprehensive benchmarking framework for the Marketing function, improving spend allocation and channel performance insights-Oversaw creation of a 3‑year plan of record, including productivity actions and long‑range financial modeling-Delivered an FY plan with zero plugs, shifting from historical exposure in GTM assumptions to a fully grounded, data‑driven model-Launched NPS for Finance Business Partnership, creating a measurable feedback loop to improve service quality and alignment-Updated BVA thresholds, increasing focus on material variances and reducing noise in monthly reviews.

Education

• Cisco CFO Academy

  Advanced Finance Certification Program

  2018 — 2020

• East Carolina University - College of Business

  Master of Science - MS, Accounting

• Cameron School of Business at UNC Wilmington

  BS, Accountancy

• Cisco CFO Academy

  Finance Leadership Program

  2016 — 2017

Skills

• Financial Accounting
• Collaboration
• Process Improvement
• Management
• Cost Accounting
• Documentum
• Enterprise Software
• Microsoft Excel
• Budgeting
• Excel
• Executive Management
• Oracle E-Business Suite
• Business Planning
• Sarbanes-Oxley Act
• Team Leadership
• Mergers & Acquisitions
• Business Strategy
• Forecasting
• Managerial Finance
• Business Process Improvement
• Hyperion Enterprise
• Integration
• Program Management
• Hyperion
• Leadership
• Sap
• Accounting
• Vendor Management
• Analysis
• Financial Reporting
• Financial Modeling
• Training
• Financial Planning
• Oracle
• Essbase
• Budgets
• Finance
• Cross-Functional Team Leadership
• Financial Management
• Hyperion Planning