Visa Income Statement Case Study

Create actionable financial data using Excel with a Visa income statement study

Led by CFA charterholder Daniel Jassy View Instructor Bio

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Course Description

This online course is for intermediate Excel users to take Excel skills to the next level using a professional Visa Case Study. You’ll

  • Benefit from real-world practices used by professionals serving Fortune 100s
  • Create complex financial models that analyze multiple scenarios simultaneously
  • Employ industry best practices to ensure your work is easily auditable by executives, stakeholders, and colleagues
  • Display your findings clearly in beautifully designed charts

Course Curriculum

  • Mac Shortcuts
  • Goal Setting
Case Study: Visa Income Statement
  • Visa Income Statement Model and Scenario Workbook
  • Visa FY Estimates
  • Visa Reuters Estimates 
  • Visa Y Charts Estimates
  • Introduction to Visa Income Statement
  • Walkthrough 
  • Creating the Operating Scenario
  • Validating Information
  • Case and Best Case
  • Blended Case
  • Feeding the Model
  • Bull Scenario
  • Bear Scenario
  • Introduction to Waterfall Charts
  • Setting Up the Data
  • Creating the Chart
  • Visa Income Statement Model and Scenario (Answers)

About the Instructor

Daniel Jassy

Daniel Jassy


Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. He attended the Charles W. Lamden School of Accountancy at San Diego State University. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA ® exam. He currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.