Investment Banker: An investment banker advises and raises funds for a corporation. Loan officers often assess creditworthiness and determine whether or not individuals are eligible for a loan. Loan Officer: A loan officer is a bank or credit union employee that assists individuals during the loan process. Financial controls include, but are not limited to, income statements, cash flow statements, budget sheets, accounting systems and operating ratios. Charges or premiums for insurance, written in connection with any consumer credit transaction, against loss of or damage to property or against liability. Financial Planner: A financial planner assists individuals with budgets, retirement planning, and other money management tasks. Financial controls are the policies and procedures put into place by a business or organization to track, manage and report its financial resources and transactions. They also prepare recommendations to help a company invest, manage, and spend company funds. finance in the Kernerman English Multilingual Dictionary (Beta Version), K Dictionaries limited, 2000-2006. Financial Analyst: Financial analysts evaluate and analyze a company’s financial situation. The Finance record is constructed each year to the Further Education and Higher Education Statement of Recommended Practice (FEHE. These professionals help people invest money and achieve financial goals. Financial Advisor: A financial advisor is a cross between a financial planner and investment advisor. Finance Officer: Also known as a financial manager, finance officers typically manage the operations of banks, credit unions, and finance companies.Credit Analyst: Credit analysts analyze financial information and assess the risk of offering credit to businesses (commercial business analysts) and individuals (consumer credit analysts.).