Treasurer & Financial Advisor


Role

Treasurer and Financial Advisor

Type

Voluntary (Trustee)

Time commitment

Attendance at least 4 Board meetings per year – currently held remotely

Time to complete specific tasks

Base

Home based, Remote

Organisation

Nurse Lifeline (Registered Charity no. 1190239)


About Nurse Lifeline

Founded in 2020, Nurse Lifeline recently launched the UK’s first national, free, confidential and peer-led listening service for all nurses, midwives, students, healthcare support workers and the friends and family of such staff.

Statistics regarding the mental and emotional health of nursing and midwifery professionals have been widely circulated, highlighting issues that have only been exacerbated by the recent global events of the pandemic. United by an acute awareness of the pressures facing this workforce and driven to create change, Nurse Lifeline was developed collaboratively by a small group of frontline nurses striving to create a platform through which colleagues may be supported and encouraged.

We know that our strength lies not only in the words we stand by, but most importantly through the actions of our initiatives.

Set to be a game-changer for emotional support and wellbeing within the sector, Nurse Lifeline presents an exciting opportunity for an experienced, driven Trustee to join a small but up-and-coming start-up organisation to further develop and implement this innovative project, ‘by nurses and midwives, for nurses and midwives’

We are seeking an individual to join our Trustee Board to support the next phase of growth by helping to raise our profile and spread the word. We welcome applications from all backgrounds but are specifically seeking an individual with a financial background who can undertake the Treasurer role.


Responsibilities of all our Trustees:

  • to ensure that the charity and its representatives function within the legal and regulatory framework of the sector and in line with the organisations’ governing document, continually striving for best practice in governance

  • act in the best interests of the charity at all times

  • to uphold the fiduciary duty invested in the position, undertaking such duties in a way that adds to public confidence and trust in the charity

  • to determine the overall direction and development of the charity through good governance and clear strategy

  • oversee the effective and efficient administration of the charity

  • ensure the financial stability of the charity

  • to actively engage with the other Trustees and represent the organisation appropriately, bringing your own personal experience and perspective

  • evaluate performance against agreed goals and targets

  • declare any conflict of interest while carrying out your duties as a Trustee for Nurse Lifeline

  • read Board and/or other papers in advance of meetings, attend, participate constructively and contribute to the collective decision-making processes of the Board

  • participate in other tasks, as they arise, such as networking, helping with fundraising and attending charity events

  • advocate for the interests of the charity work through your networks


Responsibilities Specific to role as Treasurer and Financial Advisor:

  • act as lead (alongside the Operations Manager) on all financial activities: accounting, budget setting and forecasting (inclusive of funding bids and generation of new income), financial management control policies and procedures, gift aid, banking and support of donor management activities

  • support the Operations Manager to maintain accurate records and databases to fully reflect all financial activity

  • presenting financial reports to the Trustee Board in a format that helps the board to understand the charity’s financial position and supports the board to make informed decisions

  • advising the board on how to carry out its financial responsibilities

  • overseeing the preparation and scrutiny of annual accounts and reports, ensuring the charity submits returns to the Charity Commission and complies with the Fundraising Code of Practice

  • oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

  • appraising the financial viability of plans, proposals and feasibility studies

  • lead on appointing and liaising with auditors/an independent examiner

  • proactively ensure financial policies are adhered to and regularly reviewed

  • ensure an appropriate financial control environment is in place

  • take a proactive lead on the charity’s financial risk management processes

  • advising on the financial implications of the charity’s strategic plan


Personal Specification

Essential Requirements: applies to all our charity Trustees

The following essential and desirable competencies apply:

  • a demonstrable commitment to the vision, purpose, ethos and values of Nurse Lifeline

  • a demonstrable commitment to the organisational aim to improve the mental and emotional health of our beneficiaries

  • a demonstrable commitment to equality, inclusion and diversity – the ability to deal with people fairly, honestly and with respect

  • excellent communication and interpersonal skills - the ability to listen and influence effectively, demonstrating clear reasoning

  • experience of leading teams - the ability to build supportive relationships and work collaboratively – welcoming and showing regard to the views of others whilst supporting collective decision making.

  • the ability to operate strategically, be held accountable and hold others to account for the benefit of Nurse Lifeline

  • the ability to demonstrate impartiality, fairness and the ability to respect confidences

  • knowledge of Corporate Social Responsibility

  • previous experience in the Voluntary, Community or Charity Sector



Essential Requirements for this role:

  • Qualified Accountant with experience in charity finance

  • Understanding of annual statutory requirements for charitable organisations

  • Experience in managing restricted funds and in liaising with grant providers


Desirable:

  • previous experience as a charity trustee and/or other Executive role

  • an understanding of corporate performance reporting and Key Performance Indictors (KPIs)

  • experience of fundraising


How to apply


The closing date for applications for this role is 29 June 22 and expected start date is 1 Sept 22.


If you are interested in volunteering your time and expertise for this role, please send the following to our Ops Manager Helena Kopac at ops@nurselifeline.org.uk.


  1. an up-to-date CV and covering letter (no more than two pages of A4) stating why you are interested in applying for the role, any relevant experience and how you meet the essential criteria as set out in the person specification above

  2. the contact details of two recent and contactable referees


If you have any questions about this position or would like to arrange an informal chat with our charity Chair Teresa Griffiths, please don’t hesitate to contact Helena on ops@nurselifeline.org.uk.


Successful applications will be invited to interview.


Please note that the successful candidate will be required to have a Disclosure and Barring Service check.

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