Ilaa Agarwal
North Haven
Summary
Dynamic finance executive with a proven track record at Wellinks, driving strategic initiatives and securing a $5 million capital raise. Expertise in financial modeling and budget management, complemented by strong team leadership. Successfully completed the acquisition of Spire Health, enhancing operational efficiencies and integration.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Executive Vice President, Finance
Wellinks
New Haven
07.2023 - Current
- Company Overview: Private health care company.
- Maintain responsibility for all Finance, Legal, and Human Resources activities for a private health care company.
- Supervise and manage all functions of payroll to ensure accuracy and execution.
- Manage all functions related to accounting, payroll, financial reporting, accounts payable, and accounts receivable.
- Collaborate and develop strategic initiatives across Commercial GTM.
- Completed acquisition of Spire Health for its FDA-approved wearable medical device.
- Collaborate and drive operational, technological, and commercial integrations of Spire, along with offshore manufacturing and production.
- Successful internal capital raise of $5 million during 2025.
- Develop and present quarterly board meeting packages.
- Private health care company
Director of Finance
Atria Health, LLC
New York
06.2022 - 06.2023
- Company Overview: private health care startup
- Develop and maintain responsibility for financial activities for private health care startup across three entities, during initial growth from 40 employees to 100+.
- Supervise and manage all functions of Payroll to ensure accuracy and execution with 2x growth.
- Develop and implement company-wide accounting policies and procedures to support growth.
- Prepare, review, and analyze monthly and qtly financial packages for executive team
- Manage all functions related to accounting, financial reporting, accounts payable, accounts receivable.
- Collaborate with external auditors and service providers during audit and day-to-day functions.
- Renegotiate multiple contracts including DocuSign, Henry Schein and Medallion resulting in 30% savings.
- Identified errors in current policies, including Med Mal, eliminating overbilling by 40% for multiple MDs.
- Establish formal Lab workflow to ensure appropriate billing and member satisfaction.
- Reduced total corporate card liability and exposure by 75%.
- Collaborated with outside counsel to establish and manage equity administration through Carta.
- Manage relationship with outsourced CFO and Controller.
- Collaborate with department key stakeholders to establish annual budgets.
- Support the set up and launch of in-house pharmacy.
- Private health care startup
Director of Finance
The Children’s Community Programs of CT (CCP)
New Haven
02.2016 - 05.2022
- Enhance processes and provide ongoing monitoring of billings and receiving in support of $9+ million of revenue for seven programs.
- Responsible for management of Finance, Human Resources, Payroll departments and timely monthly closings.
- Monitor use of department expenditures and budgets to ensure in compliance with grant requirements.
- Prepare and oversee monthly analysis of outstanding accounts receivables for all programs. Resulting in 50% reduction of aged receivables.
- Conduct monthly reconciliation of banking and investment accounts in timely manner.
- Identified gaps and formally developed the Finance manual with the CFO for the agency.
- Produce monthly and quarterly reporting to various external funding sources.
- Supervise and assist Human Resources generalist during the annual benefits renewal process.
- Oversee all aspects of year end audits including coordination, preparation of documents and all follow ups resulting in 6 years of clean audit opinions.
- Present quarterly financials to the Board of Directors.
CFO Consultant
ConnCORP
New Haven
02.2018 - 02.2019
- Implemented accounting software, QuickBooks, with appropriate chart of accounts.
- Prepared financial reports for Board meetings.
- Assist in budget preparation and proposal creation for grant initiative.
- Implemented and ongoing management of payroll via ADP.
- Responsible for complete oversight of accounts payable and receivables.
- Prepared budget forecast for a startup retail store front, approved by Yale.
- Established and maintained ongoing relationships with external bookkeepers and auditors.
Financial Controller
Madsen, Prestley & Parenteau LLC
Hartford
01.2006 - 12.2015
- Developed and managed all accounting statements including monthly cash flows, budgets, client case analysis and projections.
- Prepared quarterly and year-end tax reports for external accountant review and audit.
- Developed and managed annual cost reductions by leveraging relationships with bankers, vendors and external IT consultants resulting in 5.5% average annual savings.
- Responsible for all HR activities including employee onboarding, benefit plans, compensation, and payroll.
- In conjunction with managing partners, designed and implemented strategic initiatives to enhance operations.
- Supervised and managed accounting staff.
- Uphold all accounting responsibilities for two additional partnership entities.
- Company Notable Achievements: 'Best Law Firm' in the 2013 Edition of U.S. News – Best Lawyers under Employment Law
Senior Accountant
ARTHUR ANDERSEN LLP
Hartford
01.1995 - 12.1998
- Conducted audits for clients in banking, healthcare, and manufacturing industries.
- Audited financial statement and created business advisory services to assist clients in goal achievement.
- Audited New Haven Savings Bank, one of the oldest community savings banks with over $2.4B in assets. Audit included but was not limited to specific loan loss review and pension plan.
- Created and evaluated client financial circumstances, disclosures, and footnotes to ensure compliance with SEC, GAAP, and regulatory requirements.
- Assisted with the review process of an inkjet manufacturing company in preparation for its Initial Public Offering in February 1996.
Education
Bachelor of Science - Business Administration & Accounting
University of Connecticut
Storrs, CT01.1995
Skills
- Controllership
- Financial Modeling
- Budget management
- Risk analysis
- Experience with NetSuite
- Experienced with MS Office applications
- MIPS
- Experienced in QuickBooks software
- Operations Management
- Team Management
- Strategic Planning
- Financial Reporting
Affiliations
- New Haven Lawn Club Catering, Board Member, 01/01/16, 12/31/22
- New Haven Lawn Club Catering, President, 01/01/18, 12/31/22
- Children's Community Programs of CT, Board Member
- MOBIUS AI, Advisory Board Member, 01/01/24, Present
Certification
- HIPAA Security and Privacy Training, 12/01/20
- CPR/AED Training, 05/01/21
Timeline
Executive Vice President, Finance
Wellinks
07.2023 - Current
Director of Finance
Atria Health, LLC
06.2022 - 06.2023
CFO Consultant
ConnCORP
02.2018 - 02.2019
Director of Finance
The Children’s Community Programs of CT (CCP)
02.2016 - 05.2022
Financial Controller
Madsen, Prestley & Parenteau LLC
01.2006 - 12.2015
Senior Accountant
ARTHUR ANDERSEN LLP
01.1995 - 12.1998
Bachelor of Science - Business Administration & Accounting
University of Connecticut
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