Meet Erica Dorfman: Tally’s Head of Finance and Operations

Gregory Andersen
Managing Editor at Tally

Leading the charge for Tally’s Finance and Operations teams, Erica Dorfman is a force. She joined the company less than a year ago after spending the early part of her professional career as an investor and advisor, drawn by the immense opportunity to shake up the consumer finance space.

“There has been an enormous amount of innovation and development within the financial services sector, and customers have more access and options for financial services than they have ever had before,” Erica said. “However, that comes with an increasingly complex system to navigate.”

When Tally CEO and Co-founder Jason Brown met Erica, he knew she would be the perfect person to help guide Tally through these complexities.

“I was immediately struck by her unbelievable smarts,” Brown said. “Her work ethic and her shrewdness, all with a fine personal touch, continue to impress me.”

She’s proven herself to be a true strategic thinker at the executive level, according to Brown, and her insights are already shaping the direction of the company.

“Scaling a team and platform is rewarding, and I’m excited for the chance to do that at Tally, solving a problem that is personally meaningful to me.”
— Erica Dorfman, Tally’s Head of Finance and Operations

“She’s influencing board-level decisions at Tally in a major way,” Brown said. “From the granular details of how we close the books on a monthly basis to the high-level view of how we strategically grow our assets, Erica does it all.”

Prior to joining Tally, Erica served as Vice President and Co-Head of the Capital Markets team at SoFi. She grew the team from five to 20 members and was responsible for capital raising, liquidity management, structuring, reporting and valuation across all the company’s lending products.

During her tenure, Erica led more than 20 asset-backed securitization transactions, driving more than $10 billion in financing for the company. She also developed and structured large-scale transactions with critical long-term investment partners.

“Scaling a team and platform is rewarding, and I’m excited for the chance to do that at Tally, solving a problem that is personally meaningful to me,” she said.

“She’s influencing board-level decisions at Tally in a major way,” Brown said. “From the granular details of how we close the books on a monthly basis to the high-level view of how we strategically grow our assets, Erica does it all.”
— Jason Brown, Tally’s CEO and Co-founder

So what makes Tally so special in the burgeoning fintech industry?

Erica sees the company as inhabiting a unique space in the future of personal finance. She was drawn to Tally’s product and the potential to automate the financial system for its customers. When she met the team at Tally, she was sold on the strength not only of its individuals but also the strength of the core culture.

“I’ve been fortunate to have the opportunity to work with and build incredibly talented teams,” she said. “Developing strong communication has been very important to me. It creates the trust necessary for people to excel together.”

Asked about the key to her success, Erica stressed the importance of having empowering mentors — a philosophy she employs as a team leader at Tally.

Outside the office, she spends her free time hiking, reading and exploring the Bay Area.

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