Compass Surgical Partners

• Partner directly with ASC leadership and field operations teams to drive consistent adoption of enterprise legal and compliance standards across all centers • Serve as a responsive, trusted legal advisor to operations, resolving issues quickly and minimizing escalation • Build and implement standardized contracting frameworks that enable high-volume, operations-driven execution • Support growth initiatives including new service lines, physician arrangements, and operational expansion • Embed compliance into daily workflows to reduce repeat issues and strengthen operational discipline • Support post-close integration and de novo ASC launches to ensure legal and operational readiness • Act as a key connector between Legal, Compliance, Operations, Revenue Cycle, IT/Data Security, and Finance

• Manage a full suite of commercial insurance lines, including general liability, property, workers’ compensation, D&O, EPLI, cyber liability, umbrella/excess, commercial auto, and fiduciary liability • Lead the annual insurance renewal process, including preparing and submitting applications, loss history, and supplemental underwriting information • Evaluate coverage terms, limits, retentions, and premiums; negotiate with brokers and carriers to optimize program value • Maintain the master certificate of insurance schedule and respond to requests from landlords, joint venture partners, health systems, and other stakeholders • Review and provide guidance on insurance-related provisions in contracts, leases, and vendor agreements • Conduct periodic risk assessments to identify emerging exposures across the ASC portfolio and corporate operations and provide regular reporting to senior leadership on key risk indicators • Serve as the primary contact for all non-clinical claims, including property, auto, workers’ compensation, and general liability • Coordinate with third-party claims administrators, defense counsel, and carriers to ensure timely and appropriate resolution • Track open claims, monitor reserves, and report on status to leadership • Support litigation management in collaboration with legal counsel • Maintain organized records of all policies, binders, endorsements, and correspondence • Manage ongoing relationships with insurance brokers, specialty consultants, and other risk-related service providers • Conduct periodic broker performance reviews and lead competitive broker or market solicitations as needed • Stay informed of market trends, emerging products, and best practices in risk management for healthcare and ASC operations • Conduct scheduled and ad hoc compliance audits of ASC operations • Perform HIPAA Privacy and Security audits to evaluate use and disclosure practices, minimum necessary standards, and access controls • Review medical records, billing records, workflows, and policies to identify compliance gaps • Document audit findings, risk levels, and improvement recommendations • Collaborate with leadership to develop and monitor corrective action plans (CAPs). Track remediation efforts and verify timely resolution of audit findings • Assist with ongoing compliance risk assessments and program effectiveness reviews • Support the development, review, and maintenance of compliance and privacy policies and procedures • Assist with onboarding and annual compliance and HIPAA training • Provide guidance to ASC staff and on regulatory and privacy requirements • Prepare audit summaries and reports for compliance leadership • Maintain audit documentation and tracking logs • Support external audits, surveys, and regulatory inquiries • Serve as a compliance resource to ASC administrators and clinical leadership

• Manage a full suite of commercial insurance lines, including general liability, property, workers’ compensation, D&O, EPLI, cyber liability, umbrella/excess, commercial auto, and fiduciary liability • Lead the annual insurance renewal process, including preparing and submitting applications, loss history, and supplemental underwriting information • Evaluate coverage terms, limits, retentions, and premiums; negotiate with brokers and carriers to optimize program value • Maintain the master certificate of insurance schedule and respond to requests from landlords, joint venture partners, health systems, and other stakeholders • Review and provide guidance on insurance-related provisions in contracts, leases, and vendor agreements • Conduct periodic risk assessments to identify emerging exposures across the ASC portfolio and corporate operations • Analyze claims data and loss history to identify trends, cost drivers, and opportunities for risk mitigation • Maintain and update the organization’s risk register and provide regular reporting to senior leadership on key risk indicators • Serve as the primary contact for all non-clinical claims, including property, auto, workers’ compensation, and general liability • Coordinate with third-party claims administrators, defense counsel, and carriers to ensure timely and appropriate resolution • Track open claims, monitor reserves, and report on status to leadership • Support litigation management in collaboration with legal counsel • Ensure insurance programs comply with applicable regulations, lender covenants, management agreements, and joint venture obligations • Prepare and present periodic risk management and insurance program reports to the CFO, executive team, and board/committees • Maintain organized records of all policies, binders, endorsements, and correspondence • Manage ongoing relationships with insurance brokers, specialty consultants, and other risk-related service providers • Conduct periodic broker performance reviews and lead competitive broker or market solicitations as needed • Stay informed of market trends, emerging products, and best practices in risk management for healthcare and ASC operations

• Manage all diligence requests across active deals, ensuring completeness across functional areas including clinical operations, finance, compliance, HR, IT, and more • Maintain and update Diligence Data Request Lists (DDRLs), track progress, and identify gaps or incomplete information • Escalate emerging risks or inconsistencies and coordinate with functional leads to ensure nothing falls through the cracks • Translate raw diligence inputs into clear, actionable summaries, risk-based insights, and executive-ready materials • Build and maintain dashboards for deal teams, investors, sellers, and leadership to track progress, risk, and key metrics • Produce weekly status reports, risk heatmaps, and stoplight reporting to support timely decision-making • Develop and improve frameworks, checklists, and standard DRLs to ensure consistent execution across deals • Implement best practices for version control, data organization, and workflow management • Create solution playbooks and intake processes that allow teams to work efficiently and consistently • Build and optimize Excel/Smartsheet command centers, data rooms, and workflow tools • Automate dashboards, completion metrics, cross-tab analyses, and reminders for team members • Ensure tools are intuitive, scalable, and accessible to internal teams, external advisors, and executives • Facilitate collaboration across internal functional teams and external advisors, ensuring all requests, deliverables, and milestones are tracked and completed • Maintain reliable communication with stakeholders, including weekly updates, action item tracking, and executive briefings • Support smooth post-close integration by monitoring workstreams, dependencies, and risk mitigation

• Drive Clinical Onboarding & Integration: Support onboarding of Directors of Nursing (DONs), ensuring structured training, competency validation, and readiness within defined timelines; partner cross-functionally to support clinical integration for new center launches, ensuring policies, workflows, and systems are in place prior to go-live • Ensure Regulatory Compliance & Readiness: Maintain compliance with AAAHC, CMS, and state licensure requirements; proactively identify and address risks; support survey and audit readiness; ensure all centers maintain current licensure and accreditation • Lead Quality & Patient Safety Initiatives: Support patient safety programs including incident tracking, review, and resolution; identify trends and implement improvements; lead or contribute to quality initiatives with measurable outcomes • Deliver Clinical Education & Training: Develop and deliver clinical education programs; ensure required training and competencies are completed on schedule; create scalable training materials and resources • Support Operational Excellence: Identify gaps and implement practical solutions; collaborate across clinical and operational teams to ensure consistency and best practices; drive accountability through strong follow-up and execution

• Support monthly financial reporting for assigned surgery centers, including variance analysis and identification of key performance drivers • Analyze trends in revenue, case mix, payer mix, and cost structure to help explain financial performance • Work with finance team to translate financial results into clear insights that support operational decision-making • Contribute to quarterly and annual forecasting processes for assigned centers • Maintain financial projections at the center and portfolio level • Collaborate with center administrators and operations leadership to understand operational drivers of financial performance • Build and maintain financial models connecting operational metrics to financial outcomes • Identify opportunities to improve reporting efficiency and data visibility as the organization grows

• Own the development and refinement of detailed financial models for acquisition and de novo opportunities • Lead analysis of historical performance, forecasts, and key value drivers • Pressure-test assumptions and identify financial risks, sensitivities, and upside opportunities • Play a key role in financial due diligence, including review of diligence materials and third-party valuation reports • Prepare and present financial analyses and recommendations to Deal Team and senior leadership • Support structuring considerations and post-close performance tracking • Continuously improve underwriting tools, templates, and processes

• Maintain consistent engagement with physician groups, health systems, and other potential partners • Generate and progress a steady pipeline of ASC opportunities through frequent outreach, in-person visits, and strategic follow-up • Drive momentum from initial contact through signed agreements, ensuring an efficient and thoughtful process • Build trust with key physicians, driving strong syndication rates and long-term collaboration • Deliver compelling, tailored presentations that communicate Compass’s value proposition and partnership model • Maintain regular touchpoints to ensure alignment, satisfaction, and sustained engagement • Identify and prioritize high-opportunity regions through data-driven market analysis • Drive entry into new markets annually by building local relationships and visibility • Strengthen Compass’s presence as the partner of choice for health systems and physicians • Structure and negotiate joint venture agreements that meet Compass’s financial and strategic objectives • Collaborate with internal finance, operations, and legal teams to ensure deals are sound, compliant, and aligned with long-term goals • Manage progression from lead to close, maintaining visibility into timelines and outcomes • Partner closely with internal teams to ensure seamless hand-offs from business development through implementation • Provide consistent updates on pipeline activity, progress, and market trends • Align efforts with company-wide growth and partnership objectives

• Own end-to-end HR operations • Lead employee relations case management • Execute key workstreams for PEO exit • Build scalable HR policies and procedures • Establish consistent onboarding and offboarding processes • Serve as primary HRIS administrator • Manage vendor relationships • Partner cross-functionally with departments • Maintain audit-ready documentation • Develop SOPs and workflows

• Lead the design, implementation, and ongoing administration of Compass’s internal payroll function, including HRIS payroll configuration and general ledger integration • Configure and manage multi-state payroll operations, including tax registrations, filings, deductions, PTO accruals, and holiday administration • Establish strong payroll controls, approval workflows, audit processes, and standard operating procedures • Execute parallel payroll testing and lead the transition from PEO/EOR to in-house payroll by January 2027 • Ensure accurate, timely bi-weekly payroll processing with zero missed deadlines • Manage payroll-related compliance, audits, and responses to regulatory inquiries • Partner cross-functionally with Finance, HR, IT, and Legal to support payroll operations and acquisition integrations • Lead payroll onboarding for newly acquired centers, including data migration and system setup • Own year-end processing, including W-2s, 1095-Cs, and reporting requirements • Develop scalable playbooks, documentation, and training to support growth